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Wealthspire Advisors (New York)’s Telus TU Stock Holding History

Wealthspire Advisors (New York)’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
Q2 		– Sell
-41,510
Closed -$827K – 645
2021
Q1 		$827K Buy
41,510
+10,293
+33% +$214K 0.02% 295
2020
Q4 		$618K Buy
+31,217
New +$588K 0.02% 271
2019
Q1 		– Sell
-348
Closed -$6K – 734
2018
Q4 		$6K Buy
+348
New +$6.06K ﹤0.01% 623

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s TU Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of Telus (TU) in Q2 2021, closing a stake of 41,510 shares — an estimated $827K sold.

Wealthspire Advisors (New York) first reported a position in TU in Q4 2018 and held it in 3 quarters. The position peaked at $827K in Q1 2021. 288 funds tracked by Wall St. Rank hold TU as of Q2 2021.

  • Wealthspire Advisors (New York) reported no remaining Telus position as of Q2 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 41,510 Telus shares in Q2 2021, an estimated $827K.
  • Wealthspire Advisors (New York) first reported a position in Telus in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Telus position peaked at $827K in Q1 2021.
  • 288 funds tracked by Wall St. Rank held Telus as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.