Global Retirement Partners’s Telus TU Stock Holding History

Global Retirement 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
2025 Q4	$1.27K	Buy	97 +20	+26%	+$282	﹤0.01%	3837
2025 Q3	$1.21K	Buy	77 +1	+1%	+$16	﹤0.01%	3483
2025 Q2	$1.21K	Buy	+76	New	+$1.18K	﹤0.01%	3392
2024 Q4	$995	Buy	73 +1	+1%	+$15	﹤0.01%	3278
2024 Q3	$1.22K	Buy	72 +1	+1%	+$16	﹤0.01%	3092
2024 Q2	$1.08K	Buy	71 +1	+1%	+$16	﹤0.01%	3143
2024 Q1	$1.13K	Hold	70	–	–	﹤0.01%	2944
2023 Q4	$1.29K	Hold	70	–	–	﹤0.01%	2819
2023 Q3	$1.13K	Sell	70 -7	-9%	-$123	﹤0.01%	2732
2023 Q2	$1.5K	Sell	77 -17	-18%	-$342	﹤0.01%	2646
2023 Q1	$1.98K	Sell	94 -151	-62%	-$3.07K	﹤0.01%	2513
2022 Q4	$4.73K	Sell	245 -19	-7%	-$392	﹤0.01%	2047
2022 Q3	$6K	Sell	264 -177	-40%	-$3.95K	﹤0.01%	1894
2022 Q2	$10K	Buy	441 +15	+4%	+$371	﹤0.01%	1653
2022 Q1	$10K	Buy	+426	New	+$10.5K	﹤0.01%	1636
2021 Q4	–	Sell	-232	Closed	-$5K	–	1683
2021 Q3	$5K	Hold	232	–	–	﹤0.01%	1643
2021 Q2	$5K	Buy	+232	New	+$5.03K	﹤0.01%	1592
2019 Q3	–	Sell	-200	Closed	-$4K	–	1683
2019 Q2	$4K	Buy	+200	New	+$3.7K	﹤0.01%	1348
2017 Q2	–	Sell	-4,700	Closed	-$76K	–	1175
2017 Q1	$76K	Hold	4,700	–	–	0.04%	321
2016 Q4	$75K	Buy	+4,700	New	+$74.9K	0.05%	293

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

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

1832 Asset Management

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

National Bank of Canada

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

Manulife (Manufacturers Life Insurance)

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