Advisornet Financial’s Scotiabank BNS Stock Holding History

Advisornet Financial’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
2023 Q3	–	Sell	-844	Closed	-$42.2K	–	2297
2023 Q2	$42.2K	Sell	844 -6	-0.7%	-$298	﹤0.01%	867
2023 Q1	$42.8K	Sell	850 -51	-6%	-$2.62K	﹤0.01%	833
2022 Q4	$44.1K	Sell	901 -8	-0.9%	-$394	﹤0.01%	827
2022 Q3	$43K	Sell	909 -25	-3%	-$1.43K	﹤0.01%	888
2022 Q2	$55K	Hold	934	–	–	0.01%	839
2022 Q1	$67K	Hold	934	–	–	﹤0.01%	867
2021 Q4	$67K	Hold	934	–	–	﹤0.01%	920
2021 Q3	$57K	Buy	934 +710	+317%	+$44.4K	﹤0.01%	968
2021 Q2	$15K	Hold	224	–	–	﹤0.01%	1313
2021 Q1	$14K	Hold	224	–	–	﹤0.01%	1281
2020 Q4	$12K	Buy	224 +18	+9%	+$853	﹤0.01%	1245
2020 Q3	$9K	Sell	206 -17	-8%	-$713	﹤0.01%	1291
2020 Q2	$9K	Sell	223 -1,285	-85%	-$51.3K	﹤0.01%	1320
2020 Q1	$61K	Buy	1,508 +1,260	+508%	+$63.7K	0.01%	738
2019 Q4	$14K	Buy	248 +93	+60%	+$5.29K	﹤0.01%	1285
2019 Q3	$9K	Hold	155	–	–	﹤0.01%	1395
2019 Q2	$8K	Sell	155 -245	-61%	-$13.1K	﹤0.01%	1277
2019 Q1	$21K	Sell	400 -4	-1%	-$219	﹤0.01%	979
2018 Q4	$20K	Hold	404	–	–	﹤0.01%	924
2018 Q3	$24K	Hold	404	–	–	﹤0.01%	910
2018 Q2	$23K	Hold	404	–	–	﹤0.01%	913
2018 Q1	$25K	Hold	404	–	–	﹤0.01%	876
2017 Q4	$26K	Buy	+404	New	+$26.2K	﹤0.01%	806

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

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

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Advisornet Financial's BNS Position: Q3 2023 in Review

Advisornet Financial sold out of Scotiabank (BNS) in Q3 2023, closing a stake of 844 shares — an estimated $42.2K sold.

Advisornet Financial first reported a position in BNS in Q4 2017 and held it in 23 quarters. The position peaked at $67K in Q1 2022. 394 funds tracked by Wall St. Rank hold BNS as of Q3 2023.

Advisornet Financial reported no remaining Scotiabank position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 844 Scotiabank shares in Q3 2023, an estimated $42.2K.
Advisornet Financial first reported a position in Scotiabank in Q4 2017 and held it in 23 quarters.
Advisornet Financial's Scotiabank position peaked at $67K in Q1 2022.
394 funds tracked by Wall St. Rank held Scotiabank as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.