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Beverly Hills Private Wealth’s Telus TU Stock Holding History

Beverly Hills Private Wealth’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
2026
Q1 		$145K Buy
+11,271
New +$153K 0.02% 338
2025
Q4 		– Sell
-11,077
Closed -$175K – 356
2025
Q3 		$175K Sell
11,077
-439
-4% -$7.12K 0.03% 332
2025
Q2 		$185K Sell
11,516
-11,111
-49% -$172K 0.03% 330
2025
Q1 		$324K Buy
22,627
+1,135
+5% +$16.6K 0.06% 244
2024
Q4 		$291K Buy
21,492
+1,901
+10% +$29.3K 0.06% 260
2024
Q3 		$329K Sell
19,591
-4,341
-18% -$70.1K 0.07% 256
2024
Q2 		$362K Sell
23,932
-268
-1% -$4.32K 0.08% 241
2024
Q1 		$387K Buy
24,200
+8,532
+54% +$149K 0.09% 235
2023
Q4 		$279K Sell
15,668
-2,273
-13% -$39.3K 0.07% 266
2023
Q3 		$293K Sell
17,941
-18,458
-51% -$325K 0.09% 230
2023
Q2 		$625K Buy
36,399
+18,834
+107% +$379K 0.1% 209
2023
Q1 		$349K Buy
17,565
+6,320
+56% +$129K 0.11% 204
2022
Q4 		$217K Buy
+11,245
New +$232K 0.09% 212

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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
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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return