First National Trust’s Telus TU Stock Holding History

First National Trust’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	-21,500	Closed	-$351K	–	385
2023 Q3	$351K	Hold	21,500	–	–	0.02%	298
2023 Q2	$418K	Hold	21,500	–	–	0.02%	284
2023 Q1	$427K	Hold	21,500	–	–	0.02%	271
2022 Q4	$415K	Hold	21,500	–	–	0.02%	280
2022 Q3	$427K	Hold	21,500	–	–	0.02%	264
2022 Q2	$479K	Hold	21,500	–	–	0.03%	266
2022 Q1	$562K	Hold	21,500	–	–	0.03%	256
2021 Q4	$507K	Hold	21,500	–	–	0.03%	270
2021 Q3	$472K	Hold	21,500	–	–	0.03%	265
2021 Q2	$482K	Hold	21,500	–	–	0.03%	265
2021 Q1	$428K	Buy	+21,500	New	+$447K	0.03%	269

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

First National Trust's TU Position: Q4 2023 in Review

First National Trust sold out of Telus (TU) in Q4 2023, closing a stake of 21,500 shares — an estimated $351K sold.

First National Trust first reported a position in TU in Q1 2021 and held it in 11 quarters. The position peaked at $562K in Q1 2022. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

First National Trust reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
First National Trust sold 21,500 Telus shares in Q4 2023, an estimated $351K.
First National Trust first reported a position in Telus in Q1 2021 and held it in 11 quarters.
First National Trust's Telus position peaked at $562K in Q1 2022.
314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on First National Trust's 13F filing for Q4 2023, filed 6 Feb 2024.