Evoke Wealth’s Scotiabank BNS Stock Holding History

Evoke 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
2023 Q1	–	Sell	-387,367	Closed	-$19M	–	355
2022 Q4	$19M	Buy	387,367 +167	+0%	+$8.23K	0.69%	29
2022 Q3	$18.4M	Hold	387,200	–	–	0.74%	24
2022 Q2	$22.9M	Hold	387,200	–	–	0.85%	24
2022 Q1	$27.8M	Hold	387,200	–	–	0.91%	23
2021 Q4	$27.8M	Hold	387,200	–	–	0.88%	21
2021 Q3	$23.8M	Hold	387,200	–	–	0.89%	19
2021 Q2	$25.2M	Buy	387,200 +6,400	+2%	+$414K	0.96%	19
2021 Q1	$23.8M	Hold	380,800	–	–	1.08%	17
2020 Q4	$20.6M	Sell	380,800 -1,160	-0.3%	-$55K	1.39%	14
2020 Q3	$15.9M	Buy	381,960 +1,133	+0.3%	+$47.5K	1.29%	14
2020 Q2	$15.7M	Sell	380,827 -36	-0%	-$1.44K	1.52%	13
2020 Q1	$15.5M	Hold	380,863	–	–	2.2%	11
2019 Q4	$21.5M	Hold	380,863	–	–	2.74%	8
2019 Q3	$21.9M	Buy	+380,863	New	+$20.5M	2.7%	10

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Evoke Wealth's BNS Position: Q1 2023 in Review

Evoke Wealth sold out of Scotiabank (BNS) in Q1 2023, closing a stake of 387,367 shares — an estimated $19M sold.

Evoke Wealth first reported a position in BNS in Q3 2019 and held it in 14 quarters. The position peaked at $27.8M in Q1 2022. 405 funds tracked by Wall St. Rank hold BNS as of Q1 2023.

Evoke Wealth reported no remaining Scotiabank position as of Q1 2023 after selling out during the quarter.
Evoke Wealth sold 387,367 Scotiabank shares in Q1 2023, an estimated $19M.
Evoke Wealth first reported a position in Scotiabank in Q3 2019 and held it in 14 quarters.
Evoke Wealth's Scotiabank position peaked at $27.8M in Q1 2022.
405 funds tracked by Wall St. Rank held Scotiabank as of Q1 2023.

Based on Evoke Wealth's 13F filing for Q1 2023, filed 8 May 2023.