HHM Wealth Advisors’s Telus TU Stock Holding History

HHM Wealth 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
2025 Q2	–	Sell	-154	Closed	-$2.21K	–	937
2025 Q1	$2.21K	Hold	154	–	–	﹤0.01%	745
2024 Q4	$2.09K	Hold	154	–	–	﹤0.01%	749
2024 Q3	$2.58K	Buy	+154	New	+$2.49K	﹤0.01%	703
2022 Q3	–	Sell	-1,600	Closed	-$36K	–	809
2022 Q2	$36K	Hold	1,600	–	–	0.01%	325
2022 Q1	$42K	Hold	1,600	–	–	0.01%	334
2021 Q4	$38K	Hold	1,600	–	–	0.01%	343
2021 Q3	$35K	Hold	1,600	–	–	0.01%	342
2021 Q2	$36K	Hold	1,600	–	–	0.01%	335
2021 Q1	$32K	Hold	1,600	–	–	0.01%	333
2020 Q4	$32K	Hold	1,600	–	–	0.01%	312
2020 Q3	$28K	Hold	1,600	–	–	0.01%	287
2020 Q2	$27K	Hold	1,600	–	–	0.01%	282
2020 Q1	$25K	Buy	+1,600	New	+$29.6K	0.01%	276

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

HHM Wealth Advisors's TU Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Telus (TU) in Q2 2025, closing a stake of 154 shares — an estimated $2.21K sold.

HHM Wealth Advisors first reported a position in TU in Q1 2020 and held it in 13 quarters. The position peaked at $42K in Q1 2022. 302 funds tracked by Wall St. Rank hold TU as of Q2 2025.

HHM Wealth Advisors reported no remaining Telus position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 154 Telus shares in Q2 2025, an estimated $2.21K.
HHM Wealth Advisors first reported a position in Telus in Q1 2020 and held it in 13 quarters.
HHM Wealth Advisors's Telus position peaked at $42K in Q1 2022.
302 funds tracked by Wall St. Rank held Telus as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.