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Leith Wheeler Investment Counsel’s Telus TU Stock Holding History

Leith Wheeler Investment Counsel’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
-11,525
Closed -$297K – 62
2023
Q2 		$297K Sell
11,525
-3,506
-23% -$70.6K 0.04% 60
2023
Q1 		$298K Buy
+15,031
New +$306K 0.04% 55

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Leith Wheeler Investment Counsel's TU Position: Q3 2023 in Review

Leith Wheeler Investment Counsel sold out of Telus (TU) in Q3 2023, closing a stake of 11,525 shares — an estimated $297K sold.

Leith Wheeler Investment Counsel first reported a position in TU in Q1 2023 and held it in 2 quarters. The position peaked at $298K in Q1 2023. 306 funds tracked by Wall St. Rank hold TU as of Q3 2023.

  • Leith Wheeler Investment Counsel reported no remaining Telus position as of Q3 2023 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 11,525 Telus shares in Q3 2023, an estimated $297K.
  • Leith Wheeler Investment Counsel first reported a position in Telus in Q1 2023 and held it in 2 quarters.
  • Leith Wheeler Investment Counsel's Telus position peaked at $298K in Q1 2023.
  • 306 funds tracked by Wall St. Rank held Telus as of Q3 2023.

Based on Leith Wheeler Investment Counsel's 13F filing for Q3 2023, filed 27 Oct 2023.