Baystate Wealth Management’s Telus TU Stock Holding History

Baystate 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 Q4	$20.2K	Buy	1,137 +16	+1%	+$277	﹤0.01%	558
2023 Q3	$18.3K	Buy	1,121 +14	+1%	+$247	﹤0.01%	490
2023 Q2	$21.6K	Buy	1,107 +12	+1%	+$242	﹤0.01%	450
2023 Q1	$21.8K	Buy	1,095 +12	+1%	+$244	﹤0.01%	452
2022 Q4	$21K	Buy	1,083 +11	+1%	+$227	﹤0.01%	456
2022 Q3	$21K	Buy	1,072 +10	+0.9%	+$223	﹤0.01%	424
2022 Q2	$24K	Buy	1,062 +9	+0.9%	+$223	﹤0.01%	425
2022 Q1	$28K	Buy	1,053 +10	+1%	+$247	﹤0.01%	403
2021 Q4	$25K	Buy	1,043 +10	+1%	+$229	﹤0.01%	438
2021 Q3	$23K	Buy	1,033 +10	+1%	+$225	﹤0.01%	401
2021 Q2	$23K	Buy	+1,023	New	+$22.2K	﹤0.01%	377

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baystate Wealth Management's TU Position: Q4 2023 in Review

Baystate Wealth Management increased its Telus (TU) stake by 1.4% in Q4 2023, buying an estimated $277 and bringing the position to 1,137 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Baystate Wealth Management first reported a position in TU in Q2 2021 and has held it in 11 quarters since. The position peaked at $28K in Q1 2022. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

Baystate Wealth Management held 1,137 shares of Telus worth $20.2K as of Q4 2023.
Baystate Wealth Management bought 16 Telus shares in Q4 2023, an estimated $277.
Telus made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #558 holding.
Baystate Wealth Management first reported a position in Telus in Q2 2021 and has held it in 11 quarters since.
Baystate Wealth Management's Telus position peaked at $28K in Q1 2022.
314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.