BWP
BNS icon

Baldwin Wealth Partners’s Scotiabank BNS Stock Holding History

Baldwin Wealth Partners’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
-6,800
Closed -$340K – 759
2023
Q2 		$340K Hold
6,800
– – 0.03% 199
2023
Q1 		$342K Hold
6,800
– – 0.03% 192
2022
Q4 		$333K Sell
6,800
-8,000
-54% -$394K 0.03% 191
2022
Q3 		$704K Hold
14,800
– – 0.1% 82
2022
Q2 		$876K Hold
14,800
– – 0.11% 79
2022
Q1 		$1.06M Buy
+14,800
New +$1.07M 0.11% 76
2021
Q3 		– Sell
-600
Closed -$39K – 644
2021
Q2 		$39K Buy
+600
New +$38.8K ﹤0.01% 388

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

Baldwin Wealth Partners's BNS Position: Q3 2023 in Review

Baldwin Wealth Partners sold out of Scotiabank (BNS) in Q3 2023, closing a stake of 6,800 shares — an estimated $340K sold.

Baldwin Wealth Partners first reported a position in BNS in Q2 2021 and held it in 7 quarters. The position peaked at $1.06M in Q1 2022. 393 funds tracked by Wall St. Rank hold BNS as of Q3 2023.

  • Baldwin Wealth Partners reported no remaining Scotiabank position as of Q3 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 6,800 Scotiabank shares in Q3 2023, an estimated $340K.
  • Baldwin Wealth Partners first reported a position in Scotiabank in Q2 2021 and held it in 7 quarters.
  • Baldwin Wealth Partners's Scotiabank position peaked at $1.06M in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Scotiabank as of Q3 2023.

Based on Baldwin Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.