BerganKDV Wealth Management’s Scotiabank BNS Stock Holding History

BerganKDV 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
2023 Q2	$18.6K	Buy	372 +6	+2%	+$298	﹤0.01%	494
2023 Q1	$18.4K	Buy	366 +20	+6%	+$1.03K	﹤0.01%	528
2022 Q4	$16.9K	Buy	346 +62	+22%	+$3.06K	﹤0.01%	512
2022 Q3	$14K	Buy	284 +44	+18%	+$2.52K	﹤0.01%	526
2022 Q2	$14K	Buy	240 +6	+3%	+$389	﹤0.01%	531
2022 Q1	$17K	Buy	234 +3	+1%	+$218	﹤0.01%	533
2021 Q4	$17K	Buy	231 +3	+1%	+$198	﹤0.01%	563
2021 Q3	$14K	Buy	228 +3	+1%	+$188	﹤0.01%	575
2021 Q2	$15K	Hold	225	–	–	﹤0.01%	549
2021 Q1	$14K	Hold	225	–	–	﹤0.01%	527
2020 Q4	$12K	Hold	225	–	–	﹤0.01%	535
2020 Q3	$9K	Buy	225 +75	+50%	+$3.15K	﹤0.01%	513
2020 Q2	$6K	Sell	150 -26	-15%	-$1.04K	﹤0.01%	603
2020 Q1	$7K	Hold	176	–	–	﹤0.01%	526
2019 Q4	$10K	Hold	176	–	–	﹤0.01%	524
2019 Q3	$10K	Hold	176	–	–	﹤0.01%	500
2019 Q2	$10K	Buy	176 +100	+132%	+$5.34K	﹤0.01%	514
2019 Q1	$4K	Hold	76	–	–	﹤0.01%	603
2018 Q4	$4K	Buy	+76	New	+$4.1K	﹤0.01%	556

Other funds holding BNS

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 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 $75.5B AUM 35.56% 1-Year Est. Return

Mackenzie Financial

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return