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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

BerganKDV Wealth Management's BNS Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Scotiabank (BNS) stake by 1.6% in Q2 2023, buying an estimated $298 and bringing the position to 372 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

BerganKDV Wealth Management first reported a position in BNS in Q4 2018 and has held it in 19 quarters since. 386 funds tracked by Wall St. Rank hold BNS as of Q2 2023.

BerganKDV Wealth Management held 372 shares of Scotiabank worth $18.6K as of Q2 2023.
BerganKDV Wealth Management bought 6 Scotiabank shares in Q2 2023, an estimated $298.
Scotiabank made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #494 holding.
BerganKDV Wealth Management first reported a position in Scotiabank in Q4 2018 and has held it in 19 quarters since.
386 funds tracked by Wall St. Rank held Scotiabank as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.