Icon Wealth Partners’s Telus TU Stock Holding History

Icon Wealth Partners’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 Q3	–	Sell	-5,770	Closed	-$112K	–	422
2023 Q2	$112K	Hold	5,770	–	–	0.01%	389
2023 Q1	$115K	Buy	+5,770	New	+$117K	0.01%	386
2019 Q2	–	Sell	-7,558	Closed	-$140K	–	721
2019 Q1	$140K	Buy	7,558 +40	+0.5%	+$707	0.05%	185
2018 Q4	$125K	Sell	7,518 -780	-9%	-$13.6K	0.06%	189
2018 Q3	$153K	Sell	8,298 -818	-9%	-$15K	0.06%	204
2018 Q2	$162K	Hold	9,116	–	–	0.07%	179
2018 Q1	$162K	Buy	9,116 +98	+1%	+$1.79K	0.09%	186
2017 Q4	$171K	Buy	+9,018	New	+$167K	0.08%	194

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Icon Wealth Partners's TU Position: Q3 2023 in Review

Icon Wealth Partners sold out of Telus (TU) in Q3 2023, closing a stake of 5,770 shares — an estimated $112K sold.

Icon Wealth Partners first reported a position in TU in Q4 2017 and held it in 8 quarters. The position peaked at $171K in Q4 2017. 306 funds tracked by Wall St. Rank hold TU as of Q3 2023.

Icon Wealth Partners reported no remaining Telus position as of Q3 2023 after selling out during the quarter.
Icon Wealth Partners sold 5,770 Telus shares in Q3 2023, an estimated $112K.
Icon Wealth Partners first reported a position in Telus in Q4 2017 and held it in 8 quarters.
Icon Wealth Partners's Telus position peaked at $171K in Q4 2017.
306 funds tracked by Wall St. Rank held Telus as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.