EFS
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Essex Financial Services’s Scotiabank BNS Stock Holding History

Essex Financial Services’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
2022
Q1 		– Sell
-3,930
Closed -$282K – 507
2021
Q4 		$282K Sell
3,930
-845
-18% -$55.9K 0.03% 379
2021
Q3 		$294K Sell
4,775
-3,020
-39% -$189K 0.03% 349
2021
Q2 		$507K Buy
+7,795
New +$504K 0.07% 234

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Essex Financial Services's BNS Position: Q1 2022 in Review

Essex Financial Services sold out of Scotiabank (BNS) in Q1 2022, closing a stake of 3,930 shares — an estimated $282K sold.

Essex Financial Services first reported a position in BNS in Q2 2021 and held it in 3 quarters. The position peaked at $507K in Q2 2021. 441 funds tracked by Wall St. Rank hold BNS as of Q1 2022.

  • Essex Financial Services reported no remaining Scotiabank position as of Q1 2022 after selling out during the quarter.
  • Essex Financial Services sold 3,930 Scotiabank shares in Q1 2022, an estimated $282K.
  • Essex Financial Services first reported a position in Scotiabank in Q2 2021 and held it in 3 quarters.
  • Essex Financial Services's Scotiabank position peaked at $507K in Q2 2021.
  • 441 funds tracked by Wall St. Rank held Scotiabank as of Q1 2022.

Based on Essex Financial Services's 13F filing for Q1 2022, filed 21 Apr 2022.