PFG Private Wealth Management’s Telus TU Stock Holding History

PFG Private Wealth Management’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 Q1	–	Sell	-118	Closed	-$2K	–	386
2022 Q4	$2K	Hold	118	–	–	﹤0.01%	298
2022 Q3	$2K	Hold	118	–	–	﹤0.01%	313
2022 Q2	$3K	Hold	118	–	–	﹤0.01%	274
2022 Q1	$3K	Hold	118	–	–	﹤0.01%	270
2021 Q4	$3K	Hold	118	–	–	﹤0.01%	279
2021 Q3	$3K	Buy	+118	New	+$2.66K	﹤0.01%	270

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PFG Private Wealth Management's TU Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Telus (TU) in Q1 2023, closing a stake of 118 shares — an estimated $2K sold.

PFG Private Wealth Management first reported a position in TU in Q3 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 310 funds tracked by Wall St. Rank hold TU as of Q1 2023.

PFG Private Wealth Management reported no remaining Telus position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 118 Telus shares in Q1 2023, an estimated $2K.
PFG Private Wealth Management first reported a position in Telus in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's Telus position peaked at $3K in Q2 2022.
310 funds tracked by Wall St. Rank held Telus as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.