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Heritage Financial Services’s Telus TU Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-750
Closed -$16K – 440
2022
Q2 		$16K Buy
+750
New +$18.5K 0.01% 269

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Heritage Financial Services's TU Position: Q3 2022 in Review

Heritage Financial Services sold out of Telus (TU) in Q3 2022, closing a stake of 750 shares — an estimated $16K sold.

Heritage Financial Services first reported a position in TU in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 314 funds tracked by Wall St. Rank hold TU as of Q3 2022.

  • Heritage Financial Services reported no remaining Telus position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 750 Telus shares in Q3 2022, an estimated $16K.
  • Heritage Financial Services first reported a position in Telus in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Telus position peaked at $16K in Q2 2022.
  • 314 funds tracked by Wall St. Rank held Telus as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.