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Visionary Wealth Advisors’s Telus TU Stock Holding History

Visionary 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
2021
Q1 		– Sell
-11,554
Closed -$229K – 332
2020
Q4 		$229K Sell
11,554
-750
-6% -$14.1K 0.03% 274
2020
Q3 		$216K Hold
12,304
– – 0.03% 236
2020
Q2 		$207K Buy
12,304
+170
+1% +$2.83K 0.03% 219
2020
Q1 		$192K Sell
12,134
-1,360
-10% -$25.2K 0.04% 190
2019
Q4 		$261K Buy
+13,494
New +$250K 0.05% 178

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
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
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

Visionary Wealth Advisors's TU Position: Q1 2021 in Review

Visionary Wealth Advisors sold out of Telus (TU) in Q1 2021, closing a stake of 11,554 shares — an estimated $229K sold.

Visionary Wealth Advisors first reported a position in TU in Q4 2019 and held it in 5 quarters. The position peaked at $261K in Q4 2019. 292 funds tracked by Wall St. Rank hold TU as of Q1 2021.

  • Visionary Wealth Advisors reported no remaining Telus position as of Q1 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 11,554 Telus shares in Q1 2021, an estimated $229K.
  • Visionary Wealth Advisors first reported a position in Telus in Q4 2019 and held it in 5 quarters.
  • Visionary Wealth Advisors's Telus position peaked at $261K in Q4 2019.
  • 292 funds tracked by Wall St. Rank held Telus as of Q1 2021.

Based on Visionary Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.