SI
TU icon

Stephens Inc’s Telus TU Stock Holding History

Stephens Inc’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
Q1 		– Sell
-10,571
Closed -$249K – 1389
2021
Q4 		$249K Sell
10,571
-24,397
-70% -$558K ﹤0.01% 1124
2021
Q3 		$768K Sell
34,968
-5,528
-14% -$125K 0.01% 732
2021
Q2 		$908K Buy
40,496
+806
+2% +$17.5K 0.01% 699
2021
Q1 		$791K Sell
39,690
-9,746
-20% -$202K 0.01% 696
2020
Q4 		$979K Buy
49,436
+2,707
+6% +$51K 0.02% 599
2020
Q3 		$823K Sell
46,729
-28
-0.1% -$497 0.02% 599
2020
Q2 		$784K Buy
46,757
+3,424
+8% +$57K 0.02% 585
2020
Q1 		$684K Buy
43,333
+1,987
+5% +$36.8K 0.02% 574
2019
Q4 		$801K Buy
41,346
+7,838
+23% +$145K 0.02% 607
2019
Q3 		$597K Buy
33,508
+11,628
+53% +$212K 0.01% 700
2019
Q2 		$404K Buy
21,880
+2,726
+14% +$50.4K 0.01% 811
2019
Q1 		$355K Buy
19,154
+3,306
+21% +$58.4K 0.01% 859
2018
Q4 		$263K Buy
15,848
+3,288
+26% +$57.2K 0.01% 895
2018
Q3 		$231K Sell
12,560
-1,218
-9% -$22.3K 0.01% 1008
2018
Q2 		$245K Buy
13,778
+1,260
+10% +$22.3K 0.01% 762
2018
Q1 		$220K Buy
+12,518
New +$228K 0.01% 635

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Stephens Inc's TU Position: Q1 2022 in Review

Stephens Inc sold out of Telus (TU) in Q1 2022, closing a stake of 10,571 shares — an estimated $249K sold.

Stephens Inc first reported a position in TU in Q1 2018 and held it in 16 quarters. The position peaked at $979K in Q4 2020. 331 funds tracked by Wall St. Rank hold TU as of Q1 2022.

  • Stephens Inc reported no remaining Telus position as of Q1 2022 after selling out during the quarter.
  • Stephens Inc sold 10,571 Telus shares in Q1 2022, an estimated $249K.
  • Stephens Inc first reported a position in Telus in Q1 2018 and held it in 16 quarters.
  • Stephens Inc's Telus position peaked at $979K in Q4 2020.
  • 331 funds tracked by Wall St. Rank held Telus as of Q1 2022.

Based on Stephens Inc's 13F filing for Q1 2022, filed 4 May 2022.