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Vestmark Advisory Solutions’s Telus TU Stock Holding History

Vestmark Advisory Solutions’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
Q3 		– Sell
-17,053
Closed -$332K – 837
2023
Q2 		$332K Buy
17,053
+69
+0.4% +$1.39K 0.01% 687
2023
Q1 		$337K Buy
16,984
+2,053
+14% +$41.7K 0.01% 666
2022
Q4 		$288K Sell
14,931
-421
-3% -$8.69K 0.01% 686
2022
Q3 		$305K Sell
15,352
-2,451
-14% -$54.7K 0.02% 658
2022
Q2 		$397K Buy
17,803
+410
+2% +$10.1K 0.02% 592
2022
Q1 		$455K Buy
17,393
+946
+6% +$23.4K 0.03% 567
2021
Q4 		$388K Sell
16,447
-568
-3% -$13K 0.02% 611
2021
Q3 		$374K Buy
17,015
+670
+4% +$15.1K 0.03% 589
2021
Q2 		$367K Buy
16,345
+764
+5% +$16.6K 0.03% 567
2021
Q1 		$311K Sell
15,581
-2,008
-11% -$41.7K 0.03% 585
2020
Q4 		$348K Sell
17,589
-2,653
-13% -$49.9K 0.04% 437
2020
Q3 		$356K Buy
20,242
+1,838
+10% +$32.6K 0.05% 385
2020
Q2 		$309K Sell
18,404
-3,352
-15% -$55.8K 0.05% 401
2020
Q1 		$343K Sell
21,756
-1,190
-5% -$22K 0.07% 329
2019
Q4 		$444K Buy
22,946
+396
+2% +$7.34K 0.09% 209
2019
Q3 		$402K Buy
22,550
+5,550
+33% +$101K 0.07% 344
2019
Q2 		$314K Buy
17,000
+1,368
+9% +$25.3K 0.05% 395
2019
Q1 		$290K Buy
+15,632
New +$276K 0.05% 405

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Vestmark Advisory Solutions's TU Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of Telus (TU) in Q3 2023, closing a stake of 17,053 shares — an estimated $332K sold.

Vestmark Advisory Solutions first reported a position in TU in Q1 2019 and held it in 18 quarters. The position peaked at $455K in Q1 2022. 306 funds tracked by Wall St. Rank hold TU as of Q3 2023.

  • Vestmark Advisory Solutions reported no remaining Telus position as of Q3 2023 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 17,053 Telus shares in Q3 2023, an estimated $332K.
  • Vestmark Advisory Solutions first reported a position in Telus in Q1 2019 and held it in 18 quarters.
  • Vestmark Advisory Solutions's Telus position peaked at $455K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Telus as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.