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BSW Wealth Partners’s Scotiabank BNS Stock Holding History

BSW 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
2021
Q3 		– Sell
-4,336
Closed -$282K – 252
2021
Q2 		$282K Buy
4,336
+1,084
+33% +$70.1K 0.08% 183
2021
Q1 		$203K Buy
+3,252
New +$189K 0.06% 210

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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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BSW Wealth Partners's BNS Position: Q3 2021 in Review

BSW Wealth Partners sold out of Scotiabank (BNS) in Q3 2021, closing a stake of 4,336 shares — an estimated $282K sold.

BSW Wealth Partners first reported a position in BNS in Q1 2021 and held it in 2 quarters. The position peaked at $282K in Q2 2021. 418 funds tracked by Wall St. Rank hold BNS as of Q3 2021.

  • BSW Wealth Partners reported no remaining Scotiabank position as of Q3 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 4,336 Scotiabank shares in Q3 2021, an estimated $282K.
  • BSW Wealth Partners first reported a position in Scotiabank in Q1 2021 and held it in 2 quarters.
  • BSW Wealth Partners's Scotiabank position peaked at $282K in Q2 2021.
  • 418 funds tracked by Wall St. Rank held Scotiabank as of Q3 2021.

Based on BSW Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.