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Intercontinental Wealth Advisors’s Telus TU Stock Holding History

Intercontinental 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
2022
Q4 		– Sell
-29,649
Closed -$592K – 276
2022
Q3 		$592K Sell
29,649
-557
-2% -$12.4K 0.19% 124
2022
Q2 		$671K Hold
30,206
– – 0.18% 116
2022
Q1 		$790K Sell
30,206
-173
-0.6% -$4.27K 0.18% 112
2021
Q4 		$717K Buy
30,379
+2,233
+8% +$51.1K 0.15% 134
2021
Q3 		$619K Sell
28,146
-537
-2% -$12.1K 0.14% 141
2021
Q2 		$644K Buy
28,683
+617
+2% +$13.4K 0.13% 139
2021
Q1 		$559K Buy
28,066
+1,283
+5% +$26.6K 0.12% 150
2020
Q4 		$530K Buy
26,783
+4,974
+23% +$93.6K 0.13% 139
2020
Q3 		$383K Buy
21,809
+961
+5% +$17.1K 0.11% 139
2020
Q2 		$349K Buy
20,848
+1,830
+10% +$30.5K 0.11% 133
2020
Q1 		$297K Buy
19,018
+8,216
+76% +$152K 0.16% 116
2019
Q4 		$217K Sell
10,802
-8,168
-43% -$151K 0.18% 95
2019
Q3 		$338K Sell
18,970
-248
-1% -$4.51K 0.21% 95
2019
Q2 		$356K Sell
19,218
-406
-2% -$7.51K 0.18% 82
2019
Q1 		$363K Buy
+19,624
New +$347K 0.18% 78

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Intercontinental Wealth Advisors's TU Position: Q4 2022 in Review

Intercontinental Wealth Advisors sold out of Telus (TU) in Q4 2022, closing a stake of 29,649 shares — an estimated $592K sold.

Intercontinental Wealth Advisors first reported a position in TU in Q1 2019 and held it in 15 quarters. The position peaked at $790K in Q1 2022. 321 funds tracked by Wall St. Rank hold TU as of Q4 2022.

  • Intercontinental Wealth Advisors reported no remaining Telus position as of Q4 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 29,649 Telus shares in Q4 2022, an estimated $592K.
  • Intercontinental Wealth Advisors first reported a position in Telus in Q1 2019 and held it in 15 quarters.
  • Intercontinental Wealth Advisors's Telus position peaked at $790K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Telus as of Q4 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.