Financial Gravity Asset Management’s Telus TU Stock Holding History

Financial Gravity Asset Management’s Portfolio TU Stock Details TU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1	Closed	-$26	–	1318
2023 Q4	$26	Buy	+1	New	+$17	﹤0.01%	1211
2021 Q3	$22K	Hold	1	–	–	0.01%	786
2021 Q2	$22K	Buy	+1	New	+$22	0.01%	788
2019 Q4	$12K	Sell	630 -116	-16%	-$2.15K	0.01%	1159
2019 Q3	$13K	Sell	746 -186	-20%	-$3.39K	0.01%	556
2019 Q2	$17K	Sell	932 -192	-17%	-$3.55K	0.01%	506
2019 Q1	$21K	Buy	+1,124	New	+$19.9K	0.02%	437
2018 Q3	$8K	Buy	450 +42	+10%	+$769	0.01%	634
2018 Q2	$7K	Buy	408 +136	+50%	+$2.41K	0.01%	662
2018 Q1	$5K	Buy	+272	New	+$4.96K	0.01%	749

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Financial Gravity Asset Management's TU Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Telus (TU) in Q1 2024, closing a stake of 1 share — an estimated $26 sold.

Financial Gravity Asset Management first reported a position in TU in Q1 2018 and held it in 10 quarters. The position peaked at $22K in Q3 2021. 317 funds tracked by Wall St. Rank hold TU as of Q1 2024.

Financial Gravity Asset Management reported no remaining Telus position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Telus share in Q1 2024, an estimated $26.
Financial Gravity Asset Management first reported a position in Telus in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's Telus position peaked at $22K in Q3 2021.
317 funds tracked by Wall St. Rank held Telus as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.