Sowell Financial Services’s Telus TU Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-308	Closed	-$7K	–	2554
2021 Q1	$7K	Sell	308 -8,000	-96%	-$166K	﹤0.01%	2482
2020 Q4	$164K	Sell	8,308 -692	-8%	-$13K	0.01%	932
2020 Q3	$158K	Hold	9,000	–	–	0.01%	813
2020 Q2	$151K	Buy	9,000 +8,697	+2,870%	+$145K	0.01%	824
2020 Q1	$5K	Sell	303 -421	-58%	-$7.8K	﹤0.01%	1837
2019 Q4	$14K	Buy	724 +398	+122%	+$7.38K	﹤0.01%	1574
2019 Q3	$6K	Buy	+326	New	+$5.93K	﹤0.01%	1717

Other funds holding TU

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

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

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

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

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

Sowell Financial Services's TU Position: Q2 2021 in Review

Sowell Financial Services sold out of Telus (TU) in Q2 2021, closing a stake of 308 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in TU in Q3 2019 and held it in 7 quarters. The position peaked at $164K in Q4 2020. 288 funds tracked by Wall St. Rank hold TU as of Q2 2021.

Sowell Financial Services reported no remaining Telus position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 308 Telus shares in Q2 2021, an estimated $7K.
Sowell Financial Services first reported a position in Telus in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Telus position peaked at $164K in Q4 2020.
288 funds tracked by Wall St. Rank held Telus as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.