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B. Riley Wealth Advisors’s Scotiabank BNS Stock Holding History

B. Riley 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
2023
Q3 		– Sell
-7,720
Closed -$386K – 1498
2023
Q2 		$386K Buy
+7,720
New +$383K 0.01% 992
2015
Q1 		– Sell
-7
Closed – – 737
2014
Q4 		$0 Buy
+7
New +$394 ﹤0.01% 3675

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

B. Riley Wealth Advisors's BNS Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Scotiabank (BNS) in Q3 2023, closing a stake of 7,720 shares — an estimated $386K sold.

B. Riley Wealth Advisors first reported a position in BNS in Q4 2014 and held it in 2 quarters. The position peaked at $386K in Q2 2023. 393 funds tracked by Wall St. Rank hold BNS as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Scotiabank position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,720 Scotiabank shares in Q3 2023, an estimated $386K.
  • B. Riley Wealth Advisors first reported a position in Scotiabank in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Scotiabank position peaked at $386K in Q2 2023.
  • 393 funds tracked by Wall St. Rank held Scotiabank as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.