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VisionPoint Advisory Group’s Telus TU Stock Holding History

VisionPoint Advisory Group’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
-1,654
Closed -$27K – 882
2023
Q3 		$27K Buy
1,654
+739
+81% +$13K 0.01% 324
2023
Q2 		$17.8K Buy
+915
New +$18.4K 0.01% 308

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VisionPoint Advisory Group's TU Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Telus (TU) in Q4 2023, closing a stake of 1,654 shares — an estimated $27K sold.

VisionPoint Advisory Group first reported a position in TU in Q2 2023 and held it in 2 quarters. The position peaked at $27K in Q3 2023. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,654 Telus shares in Q4 2023, an estimated $27K.
  • VisionPoint Advisory Group first reported a position in Telus in Q2 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's Telus position peaked at $27K in Q3 2023.
  • 314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.