Reilly Financial Advisors’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $35K | Hold |
1,506
| – | – | ﹤0.01% | 466 |
|
|
2021
Q3 | $33K | Hold |
1,506
| – | – | ﹤0.01% | 440 |
|
|
2021
Q2 | $34K | Sell |
1,506
-1
| -0.1% | -$22 | ﹤0.01% | 442 |
|
|
2021
Q1 | $30K | Buy |
1,507
+167
| +12% | +$3.47K | ﹤0.01% | 456 |
|
|
2020
Q4 | $27K | Hold |
1,340
| – | – | ﹤0.01% | 440 |
|
|
2020
Q3 | $24K | Sell |
1,340
-333
| -20% | -$5.91K | ﹤0.01% | 420 |
|
|
2020
Q2 | $28K | Hold |
1,673
| – | – | ﹤0.01% | 395 |
|
|
2020
Q1 | $26K | Sell |
1,673
-1
| -0.1% | -$19 | ﹤0.01% | 394 |
|
|
2019
Q4 | $32K | Hold |
1,674
| – | – | ﹤0.01% | 412 |
|
|
2019
Q3 | $30K | Hold |
1,674
| – | – | ﹤0.01% | 434 |
|
|
2019
Q2 | $31K | Hold |
1,674
| – | – | ﹤0.01% | 448 |
|
|
2019
Q1 | $31K | Hold |
1,674
| – | – | ﹤0.01% | 433 |
|
|
2018
Q4 | $28K | Hold |
1,674
| – | – | ﹤0.01% | 424 |
|
|
2018
Q3 | $31K | Hold |
1,674
| – | – | ﹤0.01% | 454 |
|
|
2018
Q2 | $30K | Hold |
1,674
| – | – | ﹤0.01% | 408 |
|
|
2018
Q1 | $29K | Hold |
1,674
| – | – | ﹤0.01% | 393 |
|
|
2017
Q4 | $32K | Hold |
1,674
| – | – | ﹤0.01% | 400 |
|
|
2017
Q3 | $30K | Hold |
1,674
| – | – | ﹤0.01% | 399 |
|
|
2017
Q2 | $29K | Buy |
1,674
+1,340
| +401% | +$22.5K | ﹤0.01% | 413 |
|
|
2017
Q1 | $5K | Hold |
334
| – | – | ﹤0.01% | 748 |
|
|
2016
Q4 | $5K | Hold |
334
| – | – | ﹤0.01% | 675 |
|
|
2016
Q3 | $5K | Hold |
334
| – | – | ﹤0.01% | 650 |
|
|
2016
Q2 | $5K | Hold |
334
| – | – | ﹤0.01% | 608 |
|
|
2016
Q1 | $5K | Hold |
334
| – | – | ﹤0.01% | 916 |
|
|
2015
Q4 | $5K | Hold |
334
| – | – | ﹤0.01% | 935 |
|
|
2015
Q3 | $5K | Hold |
334
| – | – | ﹤0.01% | 967 |
|
|
2015
Q2 | $6K | Hold |
334
| – | – | ﹤0.01% | 1021 |
|
|
2015
Q1 | $6K | Buy |
+334
| New | +$5.78K | ﹤0.01% | 979 |
|
|
2014
Q4 | – | Sell |
-334
| Closed | -$6K | – | 864 |
|
|
2014
Q3 | $6K | Hold |
334
| – | – | ﹤0.01% | 615 |
|
|
2014
Q2 | $6K | Hold |
334
| – | – | ﹤0.01% | 652 |
|
|
2014
Q1 | $6K | Hold |
334
| – | – | ﹤0.01% | 649 |
|
|
2013
Q4 | $6K | Hold |
334
| – | – | ﹤0.01% | 648 |
|
|
2013
Q3 | $5K | Hold |
334
| – | – | ﹤0.01% | 598 |
|
|
2013
Q2 | $5K | Buy |
+334
| New | +$5.79K | ﹤0.01% | 633 |
|
Other funds holding TU
Reilly Financial Advisors's TU Position: Q4 2021 in Review
Reilly Financial Advisors held its Telus (TU) position steady in Q4 2021 at 1,506 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #466.
Reilly Financial Advisors first reported a position in TU in Q2 2013 and has held it in 34 quarters since. 302 funds tracked by Wall St. Rank hold TU as of Q4 2021.
- Reilly Financial Advisors held 1,506 shares of Telus worth $35K as of Q4 2021.
- Reilly Financial Advisors left its Telus share count unchanged in Q4 2021.
- Telus made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #466 holding.
- Reilly Financial Advisors first reported a position in Telus in Q2 2013 and has held it in 34 quarters since.
- 302 funds tracked by Wall St. Rank held Telus as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.