Providence Capital Advisors’s Telus TU Stock Holding History

Providence Capital 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
2024 Q1	–	Sell	-87,519	Closed	-$1.56M	–	369
2023 Q4	$1.56M	Sell	87,519 -2,712	-3%	-$46.9K	0.37%	81
2023 Q3	$1.47M	Buy	90,231 +399	+0.4%	+$7.03K	0.39%	84
2023 Q2	$1.75M	Buy	89,832 +1,216	+1%	+$24.5K	0.44%	80
2023 Q1	$1.76M	Buy	88,616 +3,495	+4%	+$71.1K	0.47%	77
2022 Q4	$1.67M	Sell	85,121 -1,946	-2%	-$40.2K	0.45%	81
2022 Q3	$1.75M	Buy	87,067 +1,682	+2%	+$37.6K	0.52%	81
2022 Q2	$1.92M	Buy	85,385 +3,458	+4%	+$85.5K	0.56%	81
2022 Q1	$2.13M	Buy	81,927 +6,475	+9%	+$160K	0.52%	77
2021 Q4	$1.78M	Buy	75,452 +3,242	+4%	+$74.1K	0.49%	76
2021 Q3	$1.59M	Buy	72,210 +6,329	+10%	+$143K	0.49%	77
2021 Q2	$1.48M	Buy	65,881 +4,264	+7%	+$92.4K	0.48%	74
2021 Q1	$1.23M	Buy	61,617 +4,025	+7%	+$83.6K	0.45%	74
2020 Q4	$1.14M	Buy	+57,592	New	+$1.08M	0.47%	71

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 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

National Bank of Canada

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

Bank of Nova Scotia

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