WR Wealth Planners’s Telus TU Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-6,463	Closed	-$128K	–	979
2023 Q1	$128K	Buy	+6,463	New	+$131K	0.06%	214

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

WR Wealth Planners's TU Position: Q2 2023 in Review

WR Wealth Planners sold out of Telus (TU) in Q2 2023, closing a stake of 6,463 shares — an estimated $128K sold.

WR Wealth Planners first reported a position in TU in Q1 2023 and held it in 1 quarter. The position peaked at $128K in Q1 2023. 304 funds tracked by Wall St. Rank hold TU as of Q2 2023.

WR Wealth Planners reported no remaining Telus position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 6,463 Telus shares in Q2 2023, an estimated $128K.
WR Wealth Planners first reported a position in Telus in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Telus position peaked at $128K in Q1 2023.
304 funds tracked by Wall St. Rank held Telus as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.