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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B 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 $109B 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 $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return