Financial Management Professionals’s Telus TU Stock Holding History

Financial Management Professionals’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 Q4	–	Sell	-1,031	Closed	-$17K	–	1050
2024 Q3	$17K	Buy	+1,031	New	+$16.7K	﹤0.01%	447
2023 Q3	–	Sell	-365	Closed	-$7K	–	1057
2023 Q2	$7K	Buy	365 +333	+1,041%	+$6.71K	﹤0.01%	619
2023 Q1	$1K	Hold	32	–	–	﹤0.01%	951
2022 Q4	$1K	Buy	+32	New	+$661	﹤0.01%	873
2022 Q3	–	Sell	-217	Closed	-$5K	–	1116
2022 Q2	$5K	Buy	217 +204	+1,569%	+$5.04K	﹤0.01%	629
2022 Q1	$0	Hold	13	–	–	﹤0.01%	1158
2021 Q4	$0	Buy	+13	New	+$297	﹤0.01%	1092
2021 Q3	–	Sell	-82	Closed	-$2K	–	1053
2021 Q2	$2K	Hold	82	–	–	﹤0.01%	708
2021 Q1	$2K	Hold	82	–	–	﹤0.01%	597
2020 Q4	$2K	Buy	+82	New	+$1.54K	﹤0.01%	570
2020 Q3	–	Sell	-151	Closed	-$3K	–	642
2020 Q2	$3K	Buy	+151	New	+$2.51K	﹤0.01%	468

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

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

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

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

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Financial Management Professionals's TU Position: Q4 2024 in Review

Financial Management Professionals sold out of Telus (TU) in Q4 2024, closing a stake of 1,031 shares — an estimated $17K sold.

Financial Management Professionals first reported a position in TU in Q2 2020 and held it in 11 quarters. The position peaked at $17K in Q3 2024. 290 funds tracked by Wall St. Rank hold TU as of Q4 2024.

Financial Management Professionals reported no remaining Telus position as of Q4 2024 after selling out during the quarter.
Financial Management Professionals sold 1,031 Telus shares in Q4 2024, an estimated $17K.
Financial Management Professionals first reported a position in Telus in Q2 2020 and held it in 11 quarters.
Financial Management Professionals's Telus position peaked at $17K in Q3 2024.
290 funds tracked by Wall St. Rank held Telus as of Q4 2024.

Based on Financial Management Professionals's 13F filing for Q4 2024, filed 15 Jan 2025.