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Stonebridge Financial Planning Group’s Telus TU Stock Holding History

Stonebridge Financial Planning Group’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
-2,600
Closed -$61K – 346
2021
Q4 		$61K Hold
2,600
– – 0.03% 200
2021
Q3 		$59K Hold
2,600
– – 0.03% 202
2021
Q2 		$58K Hold
2,600
– – 0.03% 199
2021
Q1 		$53K Hold
2,600
– – 0.03% 207
2020
Q4 		$51K Hold
2,600
– – 0.03% 197
2020
Q3 		$47K Sell
2,600
-2,000
-43% -$35.5K 0.03% 196
2020
Q2 		$77K Hold
4,600
– – 0.07% 152
2020
Q1 		$74K Hold
4,600
– – 0.07% 144
2019
Q4 		$89K Buy
+4,600
New +$85.2K 0.08% 138

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

Stonebridge Financial Planning Group's TU Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Telus (TU) in Q1 2022, closing a stake of 2,600 shares — an estimated $61K sold.

Stonebridge Financial Planning Group first reported a position in TU in Q4 2019 and held it in 9 quarters. The position peaked at $89K in Q4 2019. 331 funds tracked by Wall St. Rank hold TU as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Telus position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 2,600 Telus shares in Q1 2022, an estimated $61K.
  • Stonebridge Financial Planning Group first reported a position in Telus in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Telus position peaked at $89K in Q4 2019.
  • 331 funds tracked by Wall St. Rank held Telus as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.