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Hennion & Walsh Asset Management’s Telus TU Stock Holding History

Hennion & Walsh 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
Q2 		– Sell
-17,253
Closed -$276K – 895
2024
Q1 		$276K Sell
17,253
-12,965
-43% -$227K 0.01% 712
2023
Q4 		$538K Sell
30,218
-11,355
-27% -$196K 0.03% 537
2023
Q3 		$679K Sell
41,573
-19,803
-32% -$349K 0.04% 444
2023
Q2 		$1.19M Sell
61,376
-832
-1% -$16.8K 0.07% 346
2023
Q1 		$1.24M Sell
62,208
-16,921
-21% -$344K 0.08% 319
2022
Q4 		$1.53M Sell
79,129
-25,856
-25% -$534K 0.09% 253
2022
Q3 		$2.08M Buy
104,985
+291
+0.3% +$6.5K 0.14% 190
2022
Q2 		$2.33M Buy
104,694
+17,499
+20% +$433K 0.14% 177
2022
Q1 		$2.28M Buy
87,195
+1,794
+2% +$44.3K 0.12% 206
2021
Q4 		$2.01M Buy
85,401
+12,474
+17% +$285K 0.1% 230
2021
Q3 		$1.6M Buy
72,927
+20,040
+38% +$452K 0.08% 264
2021
Q2 		$1.19M Buy
52,887
+8,238
+18% +$179K 0.06% 328
2021
Q1 		$890K Buy
+44,649
New +$927K 0.05% 378

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Hennion & Walsh Asset Management's TU Position: Q2 2024 in Review

Hennion & Walsh Asset Management sold out of Telus (TU) in Q2 2024, closing a stake of 17,253 shares — an estimated $276K sold.

Hennion & Walsh Asset Management first reported a position in TU in Q1 2021 and held it in 13 quarters. The position peaked at $2.33M in Q2 2022. 305 funds tracked by Wall St. Rank hold TU as of Q2 2024.

  • Hennion & Walsh Asset Management reported no remaining Telus position as of Q2 2024 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 17,253 Telus shares in Q2 2024, an estimated $276K.
  • Hennion & Walsh Asset Management first reported a position in Telus in Q1 2021 and held it in 13 quarters.
  • Hennion & Walsh Asset Management's Telus position peaked at $2.33M in Q2 2022.
  • 305 funds tracked by Wall St. Rank held Telus as of Q2 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.