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Carolina Wealth Advisors’s Scotiabank BNS Stock Holding History

Carolina Wealth Advisors’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
Q4 		– Sell
-100
Closed -$4.56K – 250
2023
Q3 		$4.56K Hold
100
– – ﹤0.01% 192
2023
Q2 		$5K Hold
100
– – ﹤0.01% 183
2023
Q1 		$5.04K Hold
100
– – ﹤0.01% 181
2022
Q4 		$5K Hold
100
– – ﹤0.01% 168
2022
Q3 		$5K Hold
100
– – ﹤0.01% 167
2022
Q2 		$6K Hold
100
– – ﹤0.01% 185
2022
Q1 		$7K Hold
100
– – ﹤0.01% 193
2021
Q4 		$7K Buy
+100
New +$6.61K ﹤0.01% 198

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Carolina Wealth Advisors's BNS Position: Q4 2023 in Review

Carolina Wealth Advisors sold out of Scotiabank (BNS) in Q4 2023, closing a stake of 100 shares — an estimated $4.56K sold.

Carolina Wealth Advisors first reported a position in BNS in Q4 2021 and held it in 8 quarters. The position peaked at $7K in Q1 2022. 390 funds tracked by Wall St. Rank hold BNS as of Q4 2023.

  • Carolina Wealth Advisors reported no remaining Scotiabank position as of Q4 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 100 Scotiabank shares in Q4 2023, an estimated $4.56K.
  • Carolina Wealth Advisors first reported a position in Scotiabank in Q4 2021 and held it in 8 quarters.
  • Carolina Wealth Advisors's Scotiabank position peaked at $7K in Q1 2022.
  • 390 funds tracked by Wall St. Rank held Scotiabank as of Q4 2023.

Based on Carolina Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.