Summit Financial Wealth Advisors, LLC Telus Corp Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	SELL	$15.63 - $18.95 $186,497 - $226,111	-11,932 Reduced 4.2%	272,415 $4.85 Million
Q3 2023 Nov 13, 2023	SELL	$16.34 - $19.63 $737,603 - $886,117	-45,141 Reduced 13.7%	284,347 $4.65 Million
Q2 2023 Jul 12, 2023	SELL	$18.97 - $21.34 $183,420 - $206,336	-9,669 Reduced 2.85%	329,488 $6.41 Million
Q1 2023 Apr 10, 2023	BUY	$19.12 - $21.78 $67,225 - $76,578	3,516 Added 1.05%	339,157 $6.74 Million
Q4 2022 Jan 17, 2023	SELL	$19.2 - $21.89 $154,771 - $176,455	-8,061 Reduced 2.35%	335,641 $0
Q3 2022 Oct 28, 2022	BUY	$19.86 - $23.61 $187,895 - $223,374	9,461 Added 2.83%	343,702 $7.22 Million
Q2 2022 Jul 26, 2022	SELL	$21.36 - $27.4 $9,206 - $11,809	-431 Reduced 0.13%	334,241 $7.54 Million
Q1 2022 May 06, 2022	BUY	$23.14 - $26.35 $878,648 - $1 Million	37,971 Added 12.8%	334,672 $8.75 Million
Q4 2021 Jan 12, 2022	BUY	$21.96 - $23.62 $431,338 - $463,944	19,642 Added 7.09%	296,701 $6.96 Million
Q3 2021 Nov 05, 2021	BUY	$21.73 - $23.6 $87,463 - $94,990	4,025 Added 1.47%	277,059 $6.09 Million
Q2 2021 Aug 09, 2021	BUY	$20.23 - $23.23 $68,235 - $78,354	3,373 Added 1.25%	273,034 $6.13 Million
Q1 2021 Apr 23, 2021	SELL	$19.91 - $21.45 $73,209 - $78,871	-3,677 Reduced 1.35%	269,661 $5.34 Million
Q4 2020 Jan 11, 2021	BUY	$17.02 - $20.28 $16,679 - $19,874	980 Added 0.36%	273,338 $4.81 Million
Q3 2020 Nov 09, 2020	BUY	$16.44 - $18.84 $22,983 - $26,338	1,398 Added 0.52%	272,358 $4.64 Million
Q2 2020 Jul 16, 2020	BUY	$15.37 - $19.02 $28,480 - $35,244	1,853 Added 0.69%	270,960 $4.5 Million
Q1 2020 Apr 29, 2020	BUY	$13.69 - $20.89 $1.66 Million - $2.54 Million	121,421 Added 82.22%	269,107 $4.42 Million
Q4 2019 Jan 28, 2020	BUY	$17.51 - $19.41 $164,366 - $182,201	9,387 Added 6.79%	147,686 $5.92 Million
Q3 2019 Nov 05, 2019	BUY	$17.63 - $18.77 $124,485 - $132,534	7,061 Added 5.38%	138,299 $4.99 Million
Q2 2019 Jul 16, 2019	BUY	$17.95 - $19.07 $463,863 - $492,806	25,842 Added 24.52%	131,238 $4.84 Million
Q1 2019 May 01, 2019	BUY	$16.62 - $18.52 $134,588 - $149,974	8,098 Added 8.32%	105,396 $3.93 Million
Q4 2018 Feb 01, 2019	SELL	$16.33 - $18.32 $391 - $439	-24 Reduced 0.02%	97,298 $3.22 Million
Q3 2018 Oct 22, 2018	BUY	$17.67 - $18.77 $442,810 - $470,376	25,060 Added 34.68%	97,322 $3.34 Million
Q1 2018 Apr 09, 2018	BUY	$17.24 - $19.01 $653,344 - $720,421	37,897 Added 110.28%	72,262 $2.54 Million
Q1 2018 Apr 06, 2018	SELL	$17.24 - $19.01 $538,422 - $593,701	-31,231 Reduced 47.61%	34,365 $1.21 Million
Q4 2017 Feb 05, 2018	BUY	$17.82 - $19.12 $127,359 - $136,650	7,147 Added 12.23%	65,596 $2.48 Million
Q3 2017 Nov 06, 2017	BUY	$17.67 - $18.27 $1.03 Million - $1.07 Million	58,449	58,449 $2.1 Million

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 Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Account