Brandywine Oak Private Wealth’s Scotiabank BNS Stock Holding History

Brandywine Oak Private Wealth’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	-3,727	Closed	-$201K	–	276
2020 Q4	$201K	Sell	3,727 -1,740	-32%	-$82.5K	0.03%	263
2020 Q3	$226K	Buy	5,467 +9	+0.2%	+$378	0.04%	235
2020 Q2	$225K	Sell	5,458 -1,806	-25%	-$72.1K	0.04%	221
2020 Q1	$297K	Buy	7,264 +2,598	+56%	+$131K	0.06%	159
2019 Q4	$263K	Buy	4,666 +97	+2%	+$5.51K	0.05%	200
2019 Q3	$259K	Sell	4,569 -1,067	-19%	-$57.3K	0.05%	192
2019 Q2	$306K	Sell	5,636 -1,162	-17%	-$62.1K	0.06%	159
2019 Q1	$362K	Sell	6,798 -589	-8%	-$32.3K	0.08%	132
2018 Q4	$364K	Buy	+7,387	New	+$399K	0.08%	117

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Brandywine Oak Private Wealth's BNS Position: Q1 2021 in Review

Brandywine Oak Private Wealth sold out of Scotiabank (BNS) in Q1 2021, closing a stake of 3,727 shares — an estimated $201K sold.

Brandywine Oak Private Wealth first reported a position in BNS in Q4 2018 and held it in 9 quarters. The position peaked at $364K in Q4 2018. 388 funds tracked by Wall St. Rank hold BNS as of Q1 2021.

Brandywine Oak Private Wealth reported no remaining Scotiabank position as of Q1 2021 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,727 Scotiabank shares in Q1 2021, an estimated $201K.
Brandywine Oak Private Wealth first reported a position in Scotiabank in Q4 2018 and held it in 9 quarters.
Brandywine Oak Private Wealth's Scotiabank position peaked at $364K in Q4 2018.
388 funds tracked by Wall St. Rank held Scotiabank as of Q1 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2021, filed 6 May 2021.