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Operose Advisors’s Telus TU Stock Holding History

Operose 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
-500
Closed -$10K – 382
2022
Q3 		$10K Hold
500
– – 0.01% 265
2022
Q2 		$11K Hold
500
– – 0.01% 236
2022
Q1 		$13K Hold
500
– – 0.01% 247
2021
Q4 		$12K Buy
+500
New +$11.4K 0.01% 247

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

Operose Advisors's TU Position: Q4 2022 in Review

Operose Advisors sold out of Telus (TU) in Q4 2022, closing a stake of 500 shares — an estimated $10K sold.

Operose Advisors first reported a position in TU in Q4 2021 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 321 funds tracked by Wall St. Rank hold TU as of Q4 2022.

  • Operose Advisors reported no remaining Telus position as of Q4 2022 after selling out during the quarter.
  • Operose Advisors sold 500 Telus shares in Q4 2022, an estimated $10K.
  • Operose Advisors first reported a position in Telus in Q4 2021 and held it in 4 quarters.
  • Operose Advisors's Telus position peaked at $13K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Telus as of Q4 2022.

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