Intercontinental Wealth Advisors, LLC Telus Corp Transaction History

Intercontinental Wealth Advisors, LLC

$416 Million
Q2 2023

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$19.86 - $23.61 $11,062 - $13,150	-557 Reduced 1.84%	29,649 $592,000
Q1 2022 May 09, 2022	SELL	$23.14 - $26.35 $4,003 - $4,558	-173 Reduced 0.57%	30,206 $790,000
Q4 2021 Feb 08, 2022	BUY	$21.96 - $23.62 $49,036 - $52,743	2,233 Added 7.93%	30,379 $717,000
Q3 2021 Nov 12, 2021	SELL	$21.73 - $23.6 $11,669 - $12,673	-537 Reduced 1.87%	28,146 $619,000
Q2 2021 Aug 06, 2021	BUY	$20.23 - $23.23 $12,481 - $14,332	617 Added 2.2%	28,683 $644,000
Q1 2021 May 14, 2021	BUY	$19.91 - $21.45 $25,544 - $27,520	1,283 Added 4.79%	28,066 $559,000
Q4 2020 Feb 19, 2021	BUY	$17.02 - $20.28 $84,657 - $100,872	4,974 Added 22.81%	26,783 $530,000
Q3 2020 Mar 10, 2021	BUY	$16.44 - $18.84 $358,539 - $410,881	21,809 New	21,809 $383,000
Q3 2020 Jan 19, 2021	SELL	$16.44 - $18.84 $342,741 - $392,776	-20,848 Closed	0 $0
Q2 2020 Mar 10, 2021	BUY	$15.37 - $19.02 $172,743 - $213,765	11,239 Added 116.96%	20,848 $349,000
Q2 2020 Jan 19, 2021	SELL	$15.37 - $19.02 $144,616 - $178,959	-9,409 Reduced 49.47%	9,609 $356,000
Q1 2020 Mar 10, 2021	BUY	$13.69 - $20.89 $126,030 - $192,313	9,206 Added 93.82%	19,018 $297,000
Q1 2020 Jan 19, 2021	BUY	$13.69 - $20.89 $134,326 - $204,972	9,812 New	9,812 $363,000
Q4 2019 Feb 07, 2020	SELL	$17.51 - $19.41 $71,510 - $79,270	-4,084 Reduced 43.06%	5,401 $217,000
Q3 2019 Oct 09, 2019	SELL	$17.63 - $18.77 $169,406 - $180,360	-9,609 Closed	0 $0
Q2 2019 Aug 02, 2019	SELL	$17.95 - $19.07 $3,643 - $3,871	-203 Reduced 2.07%	9,609 $356,000
Q1 2019 May 08, 2019	BUY	$16.62 - $18.52 $163,075 - $181,718	9,812 New	9,812 $363,000

Others Institutions Holding TU

# of Institutions

337

Shares Held

744M

Call Options Held

13.2M

Put Options Held

17.1M

Royal Bank Of Canada Toronto, A6

157M
Shares

$2.18 Billion
0.56% of portfolio
Bank Of Montreal Toronto, A6

77.7M
Shares

$1.08 Billion
0.61% of portfolio
Td Asset Management Inc

40.7M
Shares

$565 Million
0.64% of portfolio
Mackenzie Financial Corp Toronto Ontario, A6

40.2M
Shares

$557 Million
1.01% of portfolio
1832 Asset Management L.P. Toronto, A6

39.5M
Shares

$548 Million
1.19% of portfolio

View Full List

About TELUS CORP

Ticker TU
Exchange NYSE
Sector Communication Services
Industry Telecom Services
Shares Outstandng 1,420,220,032
Market Cap $19.7B
Description
TELUS Corporation, together with its subsidiaries, provides a range of telecommunications and information technology products and services in Canada. It operates through Technology Solutions and Digitally-Led Customer Experiences segments. The Technology Solutions segment offers a range of telecommunications products and services; network revenu...

More about TU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.

Account