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Glassman Wealth Services’s Telus TU Stock Holding History

Glassman Wealth Services’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
-1,211
Closed -$21.5K – 1695
2023
Q4 		$21.5K Buy
1,211
+539
+80% +$9.32K ﹤0.01% 671
2023
Q3 		$11K Sell
672
-96
-13% -$1.69K ﹤0.01% 830
2023
Q2 		$14.9K Buy
768
+6
+0.8% +$121 ﹤0.01% 697
2023
Q1 		$15.1K Sell
762
-72
-9% -$1.46K ﹤0.01% 700
2022
Q4 		$16.1K Buy
834
+386
+86% +$7.97K ﹤0.01% 711
2022
Q3 		$9K Sell
448
-96
-18% -$2.14K ﹤0.01% 839
2022
Q2 		$12K Buy
544
+129
+31% +$3.19K ﹤0.01% 763
2022
Q1 		$11K Buy
415
+5
+1% +$124 ﹤0.01% 808
2021
Q4 		$10K Buy
410
+158
+63% +$3.61K ﹤0.01% 802
2021
Q3 		$6K Hold
252
– – ﹤0.01% 930
2021
Q2 		$6K Buy
252
+13
+5% +$282 ﹤0.01% 888
2021
Q1 		$5K Buy
239
+13
+6% +$270 ﹤0.01% 882
2020
Q4 		$4K Buy
226
+184
+438% +$3.46K ﹤0.01% 924
2020
Q3 		$1K Buy
42
+36
+600% +$639 ﹤0.01% 1242
2020
Q2 		$0 Sell
6
-22
-79% -$366 ﹤0.01% 1544
2020
Q1 		$0 Buy
+28
New +$519 ﹤0.01% 1577
2019
Q2 		– Sell
-5,976
Closed -$111K – 1367
2019
Q1 		$111K Hold
5,976
– – 0.05% 154
2018
Q4 		$99K Hold
5,976
– – 0.05% 140
2018
Q3 		$110K Buy
+5,976
New +$109K 0.05% 150

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Glassman Wealth Services's TU Position: Q1 2024 in Review

Glassman Wealth Services sold out of Telus (TU) in Q1 2024, closing a stake of 1,211 shares — an estimated $21.5K sold.

Glassman Wealth Services first reported a position in TU in Q3 2018 and held it in 19 quarters. The position peaked at $111K in Q1 2019. 317 funds tracked by Wall St. Rank hold TU as of Q1 2024.

  • Glassman Wealth Services reported no remaining Telus position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,211 Telus shares in Q1 2024, an estimated $21.5K.
  • Glassman Wealth Services first reported a position in Telus in Q3 2018 and held it in 19 quarters.
  • Glassman Wealth Services's Telus position peaked at $111K in Q1 2019.
  • 317 funds tracked by Wall St. Rank held Telus as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.