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Summit Financial Wealth Advisors’s Telus TU Stock Holding History

Summit Financial 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
2024
Q1 		– Sell
-272,415
Closed -$4.85M – 143
2023
Q4 		$4.85M Sell
272,415
-11,932
-4% -$206K 1.1% 25
2023
Q3 		$4.96M Sell
284,347
-45,141
-14% -$795K 1.22% 24
2023
Q2 		$6.41M Sell
329,488
-9,669
-3% -$195K 1.48% 22
2023
Q1 		$6.73M Buy
339,157
+3,516
+1% +$71.5K 1.6% 20
2022
Q4 		$6.48M Sell
335,641
-8,061
-2% -$166K 1.56% 21
2022
Q3 		$7.22M Buy
343,702
+9,461
+3% +$211K 2.07% 16
2022
Q2 		$7.54M Sell
334,241
-431
-0.1% -$10.7K 1.8% 21
2022
Q1 		$8.75M Buy
334,672
+37,971
+13% +$938K 1.77% 19
2021
Q4 		$6.96M Buy
296,701
+19,642
+7% +$449K 1.35% 26
2021
Q3 		$6.09M Buy
277,059
+4,025
+1% +$90.8K 1.38% 24
2021
Q2 		$6.13M Buy
273,034
+3,373
+1% +$73.1K 1.38% 24
2021
Q1 		$5.34M Sell
269,661
-3,677
-1% -$76.4K 1.36% 25
2020
Q4 		$4.81M Buy
273,338
+980
+0.4% +$18.4K 1.31% 25
2020
Q3 		$4.64M Buy
272,358
+1,398
+0.5% +$24.8K 1.24% 25
2020
Q2 		$4.5M Buy
270,960
+1,853
+0.7% +$30.8K 1.2% 25
2020
Q1 		$4.42M Sell
269,107
-26,265
-9% -$486K 1.39% 22
2019
Q4 		$5.92M Buy
295,372
+18,774
+7% +$348K 1.44% 19
2019
Q3 		$4.99M Buy
276,598
+14,122
+5% +$257K 1.23% 24
2019
Q2 		$4.84M Buy
262,476
+51,684
+25% +$956K 1.19% 21
2019
Q1 		$3.93M Buy
210,792
+16,196
+8% +$286K 1.04% 28
2018
Q4 		$3.22M Sell
194,596
-48
-0% -$835 1.05% 26
2018
Q3 		$3.34M Buy
194,644
+50,120
+35% +$918K 1% 31
2018
Q2 		$2.54M Hold
144,524
– – 0.85% 39
2018
Q1 		$2.54M Buy
144,524
+13,332
+10% +$243K 0.84% 40
2017
Q4 		$2.48M Buy
131,192
+14,294
+12% +$265K 0.85% 42
2017
Q3 		$2.1M Buy
+116,898
New +$2.09M 0.76% 43

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Summit Financial Wealth Advisors's TU Position: Q1 2024 in Review

Summit Financial Wealth Advisors sold out of Telus (TU) in Q1 2024, closing a stake of 272,415 shares — an estimated $4.85M sold.

Summit Financial Wealth Advisors first reported a position in TU in Q3 2017 and held it in 26 quarters. The position peaked at $8.75M in Q1 2022. 317 funds tracked by Wall St. Rank hold TU as of Q1 2024.

  • Summit Financial Wealth Advisors reported no remaining Telus position as of Q1 2024 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 272,415 Telus shares in Q1 2024, an estimated $4.85M.
  • Summit Financial Wealth Advisors first reported a position in Telus in Q3 2017 and held it in 26 quarters.
  • Summit Financial Wealth Advisors's Telus position peaked at $8.75M in Q1 2022.
  • 317 funds tracked by Wall St. Rank held Telus as of Q1 2024.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2024, filed 2 May 2024.