Stratos Wealth Advisors’s Telus TU Stock Holding History

Stratos Wealth Advisors’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 Q4	–	Sell	-51,360	Closed	-$839K	–	735
2023 Q3	$839K	Sell	51,360 -33,232	-39%	-$586K	0.06%	342
2023 Q2	$1.65M	Buy	84,592 +1,870	+2%	+$37.7K	0.12%	224
2023 Q1	$1.64M	Buy	82,722 +624	+0.8%	+$12.7K	0.13%	214
2022 Q4	$1.59M	Sell	82,098 -3,788	-4%	-$78.2K	0.13%	214
2022 Q3	$1.71M	Buy	85,886 +10,956	+15%	+$245K	0.18%	161
2022 Q2	$1.67M	Buy	74,930 +20,656	+38%	+$511K	0.15%	175
2022 Q1	$1.42M	Buy	+54,274	New	+$1.34M	0.12%	214

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

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

Stratos Wealth Advisors's TU Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of Telus (TU) in Q4 2023, closing a stake of 51,360 shares — an estimated $839K sold.

Stratos Wealth Advisors first reported a position in TU in Q1 2022 and held it in 7 quarters. The position peaked at $1.71M in Q3 2022. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

Stratos Wealth Advisors reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 51,360 Telus shares in Q4 2023, an estimated $839K.
Stratos Wealth Advisors first reported a position in Telus in Q1 2022 and held it in 7 quarters.
Stratos Wealth Advisors's Telus position peaked at $1.71M in Q3 2022.
314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.