Stratos Wealth Advisors’s Telus TU Stock Holding History

Stratos Wealth 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
2023 Q4	–	Sell	-51,360	Closed	-$839K	–	735
2023 Q3	$839K	Sell	51,360 -33,232	-39%	-$586K	0.06%	342
2023 Q2	$1.65M	Buy	84,592 +1,870	+2%	+$37.7K	0.12%	224
2023 Q1	$1.64M	Buy	82,722 +624	+0.8%	+$12.7K	0.13%	214
2022 Q4	$1.59M	Sell	82,098 -3,788	-4%	-$78.2K	0.13%	214
2022 Q3	$1.71M	Buy	85,886 +10,956	+15%	+$245K	0.18%	161
2022 Q2	$1.67M	Buy	74,930 +20,656	+38%	+$511K	0.15%	175
2022 Q1	$1.42M	Buy	+54,274	New	+$1.34M	0.12%	214

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