CAPTRUST Financial Advisors

CAPTRUST Financial Advisors’s Telus TU Stock Holding History

CAPTRUST Financial Advisors’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
2022 Q3	–	Sell	-4,669	Closed	-$105K	–	3915
2022 Q2	$105K	Buy	4,669 +717	+18%	+$17.7K	﹤0.01%	2162
2022 Q1	$104K	Hold	3,952	–	–	﹤0.01%	2240
2021 Q4	$94K	Hold	3,952	–	–	﹤0.01%	2211
2021 Q3	$88K	Buy	3,952 +752	+24%	+$17K	﹤0.01%	2178
2021 Q2	$73K	Hold	3,200	–	–	﹤0.01%	2257
2021 Q1	$65K	Hold	3,200	–	–	﹤0.01%	2253
2020 Q4	$64K	Hold	3,200	–	–	﹤0.01%	1719
2020 Q3	$56K	Hold	3,200	–	–	﹤0.01%	1591
2020 Q2	$54K	Buy	+3,200	New	+$53.2K	﹤0.01%	1601

Other funds holding TU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

1832 Asset Management

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

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

CIBC World Market

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

Bank of Nova Scotia

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

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return