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Kestra Private Wealth Services’s Telus TU Stock Holding History

Kestra Private Wealth 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
2024
Q4 		– Sell
-94,900
Closed -$1.59M – 1496
2024
Q3 		$1.59M Sell
94,900
-1,073
-1% -$17.3K 0.03% 480
2024
Q2 		$1.45M Buy
95,973
+767
+0.8% +$12.4K 0.03% 471
2024
Q1 		$1.52M Buy
95,206
+3,738
+4% +$65.4K 0.03% 446
2023
Q4 		$1.63M Buy
91,468
+1,418
+2% +$24.5K 0.04% 399
2023
Q3 		$1.47M Buy
90,050
+3,806
+4% +$67.1K 0.05% 375
2023
Q2 		$1.68M Sell
86,244
-675
-0.8% -$13.6K 0.06% 331
2023
Q1 		$1.73M Buy
86,919
+4,710
+6% +$95.8K 0.07% 296
2022
Q4 		$1.59M Buy
82,209
+8,194
+11% +$169K 0.08% 276
2022
Q3 		$1.47M Buy
74,015
+5,606
+8% +$125K 0.09% 262
2022
Q2 		$1.52M Buy
+68,409
New +$1.69M 0.09% 265
2022
Q1 		– Sell
-62,294
Closed -$1.47M – 1063
2021
Q4 		$1.47M Buy
+62,294
New +$1.42M 0.07% 298
2021
Q1 		– Sell
-49,061
Closed -$973K – 847
2020
Q4 		$973K Buy
49,061
+22,672
+86% +$427K 0.07% 274
2020
Q3 		$465K Buy
+26,389
New +$469K 0.04% 397

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Kestra Private Wealth Services's TU Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Telus (TU) in Q4 2024, closing a stake of 94,900 shares — an estimated $1.59M sold.

Kestra Private Wealth Services first reported a position in TU in Q3 2020 and held it in 13 quarters. The position peaked at $1.73M in Q1 2023. 290 funds tracked by Wall St. Rank hold TU as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining Telus position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 94,900 Telus shares in Q4 2024, an estimated $1.59M.
  • Kestra Private Wealth Services first reported a position in Telus in Q3 2020 and held it in 13 quarters.
  • Kestra Private Wealth Services's Telus position peaked at $1.73M in Q1 2023.
  • 290 funds tracked by Wall St. Rank held Telus as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.