Avantax Advisory Services’s Telus TU Stock Holding History

Avantax Advisory Services’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
2024 Q2	–	Sell	-37,796	Closed	-$605K	–	2137
2024 Q1	$605K	Buy	37,796 +545	+1%	+$9.53K	0.01%	952
2023 Q4	$663K	Sell	37,251 -3,413	-8%	-$59K	0.01%	866
2023 Q3	$664K	Buy	40,664 +8,149	+25%	+$144K	0.01%	831
2023 Q2	$633K	Sell	32,515 -2,088	-6%	-$42K	0.01%	855
2023 Q1	$687K	Buy	34,603 +4,786	+16%	+$97.3K	0.01%	790
2022 Q4	$576K	Buy	29,817 +2,488	+9%	+$51.4K	0.01%	803
2022 Q3	$543K	Buy	27,329 +8,853	+48%	+$198K	0.01%	736
2022 Q2	$412K	Buy	+18,476	New	+$457K	0.01%	861
2022 Q1	–	Sell	-19,955	Closed	-$470K	–	1361
2021 Q4	$470K	Buy	+19,955	New	+$456K	0.01%	784
2021 Q3	–	Sell	-29,615	Closed	-$666K	–	1228
2021 Q2	$666K	Buy	+29,615	New	+$642K	0.01%	593

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

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

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

National Bank of Canada

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