FinTrust Capital Advisors’s Telus TU Stock Holding History

FinTrust Capital Advisors’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
2023 Q4	–	Sell	-258	Closed	-$4.22K	–	1339
2023 Q3	$4.22K	Sell	258 -130	-34%	-$2.29K	﹤0.01%	919
2023 Q2	$7.49K	Hold	388	–	–	﹤0.01%	810
2023 Q1	$7.49K	Hold	388	–	–	﹤0.01%	805
2022 Q4	$7.49K	Hold	388	–	–	﹤0.01%	803
2022 Q3	$8K	Hold	388	–	–	﹤0.01%	943
2022 Q2	$9K	Sell	388 -32	-8%	-$791	﹤0.01%	923
2022 Q1	$11K	Hold	420	–	–	﹤0.01%	927
2021 Q4	$10K	Sell	420 -35	-8%	-$800	﹤0.01%	922
2021 Q3	$10K	Hold	455	–	–	﹤0.01%	920
2021 Q2	$10K	Hold	455	–	–	﹤0.01%	941
2021 Q1	$9K	Sell	455 -55	-11%	-$1.14K	﹤0.01%	929
2020 Q4	$10K	Hold	510	–	–	﹤0.01%	850
2020 Q3	$9K	Hold	510	–	–	﹤0.01%	847
2020 Q2	$9K	Sell	510 -60	-11%	-$998	﹤0.01%	750
2020 Q1	$9K	Sell	570 -34	-6%	-$630	﹤0.01%	779
2019 Q4	$12K	Sell	604 -34	-5%	-$630	﹤0.01%	723
2019 Q3	$11K	Sell	638 -102	-14%	-$1.86K	﹤0.01%	746
2019 Q2	$14K	Hold	740	–	–	0.01%	671
2019 Q1	$14K	Hold	740	–	–	0.01%	693
2018 Q4	$12K	Buy	+740	New	+$12.9K	0.01%	735

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

FinTrust Capital Advisors's TU Position: Q4 2023 in Review

FinTrust Capital Advisors sold out of Telus (TU) in Q4 2023, closing a stake of 258 shares — an estimated $4.22K sold.

FinTrust Capital Advisors first reported a position in TU in Q4 2018 and held it in 20 quarters. The position peaked at $14K in Q2 2019. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

FinTrust Capital Advisors reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 258 Telus shares in Q4 2023, an estimated $4.22K.
FinTrust Capital Advisors first reported a position in Telus in Q4 2018 and held it in 20 quarters.
FinTrust Capital Advisors's Telus position peaked at $14K in Q2 2019.
314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on FinTrust Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.