Alera Investment Advisors’s Scotiabank BNS Stock Holding History

Alera Investment 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
2024 Q3	$232K	Sell	4,261 -584	-12%	-$28.3K	0.03%	248
2024 Q2	$222K	Buy	+4,845	New	+$230K	0.03%	242
2019 Q2	–	Sell	-512	Closed	-$27K	–	199
2019 Q1	$27K	Buy	512 +117	+30%	+$6.41K	0.01%	237
2018 Q4	$20K	Buy	+395	New	+$21.3K	0.01%	275

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Alera Investment Advisors's BNS Position: Q3 2024 in Review

Alera Investment Advisors reduced its Scotiabank (BNS) stake by 12% in Q3 2024, selling an estimated $28.3K and leaving 4,261 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #248.

Alera Investment Advisors first reported a position in BNS in Q4 2018 and has held it in 4 quarters since. 411 funds tracked by Wall St. Rank hold BNS as of Q3 2024.

Alera Investment Advisors held 4,261 shares of Scotiabank worth $232K as of Q3 2024.
Alera Investment Advisors sold 584 Scotiabank shares in Q3 2024, an estimated $28.3K.
Scotiabank made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #248 holding.
Alera Investment Advisors first reported a position in Scotiabank in Q4 2018 and has held it in 4 quarters since.
411 funds tracked by Wall St. Rank held Scotiabank as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.