Wealth Quarterback’s Telus TU Stock Holding History

Wealth Quarterback’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	-12,852	Closed	-$206K	–	133
2024 Q1	$206K	Buy	12,852 +364	+3%	+$6.37K	0.11%	111
2023 Q4	$222K	Buy	+12,488	New	+$216K	0.14%	105
2023 Q3	–	Sell	-10,858	Closed	-$211K	–	126
2023 Q2	$211K	Buy	+10,858	New	+$219K	0.15%	109
2021 Q3	$209K	Buy	+9,488	New	+$214K	0.14%	109
2020 Q4	$518K	Buy	+26,155	New	+$492K	0.43%	58
2020 Q2	–	Sell	-500	Closed	-$7.89K	–	719
2020 Q1	$7.89K	Buy	+500	New	+$9.26K	0.01%	526

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