180 Wealth Advisors’s Scotiabank BNS Stock Holding History

180 Wealth Advisors’s Portfolio BNS Stock Details BNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,512	Closed	-$595K	–	367
2022 Q3	$595K	Buy	12,512 +415	+3%	+$23.7K	0.16%	122
2022 Q2	$711K	Buy	12,097 +3,925	+48%	+$255K	0.18%	117
2022 Q1	$556K	Sell	8,172 -310	-4%	-$22.5K	0.12%	164
2021 Q4	$606K	Sell	8,482 -245	-3%	-$16.2K	0.14%	150
2021 Q3	$562K	Hold	8,727	–	–	0.12%	156
2021 Q2	$562K	Sell	8,727 -23	-0.3%	-$1.49K	0.13%	152
2021 Q1	$573K	Buy	8,750 +689	+9%	+$39.9K	0.14%	143
2020 Q4	$448K	Buy	8,061 +3,142	+64%	+$149K	0.13%	166
2020 Q3	$208K	Buy	+4,919	New	+$206K	0.08%	247
2020 Q1	–	Sell	-5,811	Closed	-$322K	–	229
2019 Q4	$322K	Buy	+5,811	New	+$330K	0.13%	191
2018 Q1	–	Sell	-3,288	Closed	-$212K	–	231
2017 Q4	$212K	Buy	+3,288	New	+$213K	0.11%	222

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

180 Wealth Advisors's BNS Position: Q4 2022 in Review

180 Wealth Advisors sold out of Scotiabank (BNS) in Q4 2022, closing a stake of 12,512 shares — an estimated $595K sold.

180 Wealth Advisors first reported a position in BNS in Q4 2017 and held it in 11 quarters. The position peaked at $711K in Q2 2022. 419 funds tracked by Wall St. Rank hold BNS as of Q4 2022.

180 Wealth Advisors reported no remaining Scotiabank position as of Q4 2022 after selling out during the quarter.
180 Wealth Advisors sold 12,512 Scotiabank shares in Q4 2022, an estimated $595K.
180 Wealth Advisors first reported a position in Scotiabank in Q4 2017 and held it in 11 quarters.
180 Wealth Advisors's Scotiabank position peaked at $711K in Q2 2022.
419 funds tracked by Wall St. Rank held Scotiabank as of Q4 2022.

Based on 180 Wealth Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.