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Sugarloaf Wealth Management’s Telus TU Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$8.38K Hold
618
– – ﹤0.01% 522
2024
Q3 		$10.4K Buy
+618
New +$9.98K ﹤0.01% 499

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Sugarloaf Wealth Management's TU Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Telus (TU) position steady in Q4 2024 at 618 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Sugarloaf Wealth Management first reported a position in TU in Q3 2024 and has held it in 2 quarters since. The position peaked at $10.4K in Q3 2024. 289 funds tracked by Wall St. Rank hold TU as of Q4 2024.

  • Sugarloaf Wealth Management held 618 shares of Telus worth $8.38K as of Q4 2024.
  • Sugarloaf Wealth Management left its Telus share count unchanged in Q4 2024.
  • Telus made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #522 holding.
  • Sugarloaf Wealth Management first reported a position in Telus in Q3 2024 and has held it in 2 quarters since.
  • Sugarloaf Wealth Management's Telus position peaked at $10.4K in Q3 2024.
  • 289 funds tracked by Wall St. Rank held Telus as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.