Advisornet Financial’s Telus TU Stock Holding History

Advisornet Financial’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
2025 Q2	–	Sell	-25	Closed	-$359	–	2367
2025 Q1	$359	Hold	25	–	–	﹤0.01%	2017
2024 Q4	$339	Hold	25	–	–	﹤0.01%	1836
2024 Q3	$420	Hold	25	–	–	﹤0.01%	2037
2024 Q2	$379	Hold	25	–	–	﹤0.01%	1973
2024 Q1	$400	Hold	25	–	–	﹤0.01%	1907
2023 Q4	$445	Hold	25	–	–	﹤0.01%	2132
2023 Q3	$409	Hold	25	–	–	﹤0.01%	2023
2023 Q2	$487	Hold	25	–	–	﹤0.01%	2058
2023 Q1	$497	Hold	25	–	–	﹤0.01%	2074
2022 Q4	$483	Hold	25	–	–	﹤0.01%	2035
2022 Q3	$0	Hold	25	–	–	﹤0.01%	2052
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	1835
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	1937
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	1971
2021 Q3	$1K	Sell	25 -1,226	-98%	-$27.6K	﹤0.01%	1844
2021 Q2	$28K	Hold	1,251	–	–	﹤0.01%	1151
2021 Q1	$25K	Buy	1,251 +401	+47%	+$8.33K	﹤0.01%	1137
2020 Q4	$17K	Buy	850 +82	+11%	+$1.54K	﹤0.01%	1176
2020 Q3	$14K	Sell	768 -13	-2%	-$231	﹤0.01%	1196
2020 Q2	$13K	Sell	781 -51	-6%	-$849	﹤0.01%	1243
2020 Q1	$13K	Sell	832 -30	-3%	-$556	﹤0.01%	1207
2019 Q4	$17K	Buy	862 +324	+60%	+$6K	﹤0.01%	1243
2019 Q3	$10K	Hold	538	–	–	﹤0.01%	1384
2019 Q2	$10K	Hold	538	–	–	﹤0.01%	1245
2019 Q1	$10K	Sell	538 -24	-4%	-$424	﹤0.01%	1184
2018 Q4	$9K	Hold	562	–	–	﹤0.01%	1115
2018 Q3	$10K	Hold	562	–	–	﹤0.01%	1123
2018 Q2	$10K	Hold	562	–	–	﹤0.01%	1145
2018 Q1	$10K	Hold	562	–	–	﹤0.01%	1097
2017 Q4	$11K	Buy	+562	New	+$10.4K	﹤0.01%	996

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

CIBC World Market

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

1832 Asset Management

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

TD Asset Management

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

Mackenzie Financial

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

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of Nova Scotia

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