Financial Gravity Asset Management’s Telus TU Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-4	Closed	-$71	–	2459
2024 Q1	$71	Buy	4 +2	+100%	+$35	﹤0.01%	1775
2023 Q4	$50	Buy	2 +1	+100%	+$17	﹤0.01%	1334
2023 Q3	$24	Sell	1 -18	-95%	-$317	﹤0.01%	1123
2023 Q2	$86	Sell	19 -1	-5%	-$20	﹤0.01%	1324
2023 Q1	$29	Buy	20 +1	+5%	+$20	﹤0.01%	780
2022 Q4	$85	Sell	19 -1	-5%	-$21	﹤0.01%	1137
2022 Q3	$29	Buy	+20	New	+$447	﹤0.01%	691
2022 Q2	–	Sell	-52	Closed	-$53	–	846
2022 Q1	$53	Buy	52 +28	+117%	+$692	﹤0.01%	644
2021 Q4	$35	Buy	24 +23	+2,300%	+$526	﹤0.01%	751
2021 Q3	$22K	Hold	1	–	–	0.01%	786
2021 Q2	$22K	Buy	+1	New	+$22	0.01%	788
2020 Q1	–	Sell	-630	Closed	-$12K	–	1375
2019 Q4	$12K	Sell	630 -116	-16%	-$2.15K	0.01%	1159
2019 Q3	$13K	Sell	746 -186	-20%	-$3.39K	0.01%	556
2019 Q2	$17K	Sell	932 -192	-17%	-$3.55K	0.01%	506
2019 Q1	$21K	Buy	+1,124	New	+$19.9K	0.02%	437
2018 Q3	$8K	Buy	450 +42	+10%	+$769	0.01%	634
2018 Q2	$7K	Buy	408 +136	+50%	+$2.41K	0.01%	662
2018 Q1	$5K	Buy	+272	New	+$4.96K	0.01%	749

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

CIBC World Market

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

1832 Asset Management

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

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

CIBC Asset Management

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

Bank of Nova Scotia

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return