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Opal Wealth Advisors’s Telus TU Stock Holding History

Opal 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
2024
Q3 		– Sell
-190
Closed -$2.88K – 1100
2024
Q2 		$2.88K Sell
190
-53
-22% -$854 ﹤0.01% 900
2024
Q1 		$3.89K Buy
+243
New +$4.25K ﹤0.01% 273

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Opal Wealth Advisors's TU Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Telus (TU) in Q3 2024, closing a stake of 190 shares — an estimated $2.88K sold.

Opal Wealth Advisors first reported a position in TU in Q1 2024 and held it in 2 quarters. The position peaked at $3.89K in Q1 2024. 304 funds tracked by Wall St. Rank hold TU as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Telus position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 190 Telus shares in Q3 2024, an estimated $2.88K.
  • Opal Wealth Advisors first reported a position in Telus in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Telus position peaked at $3.89K in Q1 2024.
  • 304 funds tracked by Wall St. Rank held Telus as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.