Concord Wealth Partners’s Telus TU Stock Holding History

Concord Wealth Partners’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	–	Sell	-922	Closed	-$15.1K	–	1021
2023 Q3	$15.1K	Hold	922	–	–	﹤0.01%	554
2023 Q2	$17.9K	Hold	922	–	–	﹤0.01%	518
2023 Q1	$18.3K	Hold	922	–	–	0.01%	502
2022 Q4	$17.8K	Buy	+922	New	+$19K	0.01%	541
2022 Q3	–	Sell	-922	Closed	-$21K	–	1073
2022 Q2	$21K	Hold	922	–	–	0.01%	538
2022 Q1	$24K	Hold	922	–	–	0.01%	598
2021 Q4	$22K	Buy	+922	New	+$21.1K	0.01%	627

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

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

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

Capital Research Global Investors

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