Accel Wealth Management’s Telus TU Stock Holding History

Accel Wealth Management’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	-162	Closed	-$3.23K	–	810
2023 Q1	$3.23K	Buy	162 +2	+1%	+$41	﹤0.01%	1051
2022 Q4	$3.1K	Hold	160	–	–	﹤0.01%	866
2022 Q3	$3K	Buy	160 +2	+1%	+$45	﹤0.01%	911
2022 Q2	$3K	Buy	158 +3	+2%	+$74	﹤0.01%	874
2022 Q1	$4K	Buy	155 +2	+1%	+$49	﹤0.01%	838
2021 Q4	$4K	Buy	153 +1	+0.7%	+$23	﹤0.01%	847
2021 Q3	$3K	Buy	152 +2	+1%	+$45	﹤0.01%	786
2021 Q2	$3K	Buy	+150	New	+$3.25K	﹤0.01%	846

Other funds holding TU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

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

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return