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Altium Wealth Management’s Scotiabank BNS Stock Holding History

Altium Wealth Management’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
2021
Q1 		– Sell
-4,000
Closed -$216K – 384
2020
Q4 		$216K Buy
+4,000
New +$190K 0.02% 324

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TD Asset Management
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CIBC World Market
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Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Altium Wealth Management's BNS Position: Q1 2021 in Review

Altium Wealth Management sold out of Scotiabank (BNS) in Q1 2021, closing a stake of 4,000 shares — an estimated $216K sold.

Altium Wealth Management first reported a position in BNS in Q4 2020 and held it in 1 quarter. The position peaked at $216K in Q4 2020. 388 funds tracked by Wall St. Rank hold BNS as of Q1 2021.

  • Altium Wealth Management reported no remaining Scotiabank position as of Q1 2021 after selling out during the quarter.
  • Altium Wealth Management sold 4,000 Scotiabank shares in Q1 2021, an estimated $216K.
  • Altium Wealth Management first reported a position in Scotiabank in Q4 2020 and held it in 1 quarter.
  • Altium Wealth Management's Scotiabank position peaked at $216K in Q4 2020.
  • 388 funds tracked by Wall St. Rank held Scotiabank as of Q1 2021.

Based on Altium Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.