Executive Wealth Management’s Scotiabank BNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$610K Hold
11,352
0.05% 152
2024
Q3
$619K Buy
+11,352
New +$551K 0.05% 155
2019
Q3
Sell
-101
Closed -$5K 210
2019
Q2
$5K Buy
101
+1
+1% +$53 ﹤0.01% 703
2019
Q1
$5K Hold
100
﹤0.01% 638
2018
Q4
$5K Buy
+100
New +$5.4K ﹤0.01% 661

Other funds holding BNS

Executive Wealth Management's BNS Position: Q4 2024 in Review

Executive Wealth Management held its Scotiabank (BNS) position steady in Q4 2024 at 11,352 shares worth $610K. The position accounts for 0.05% of the portfolio, ranked #152.

Executive Wealth Management first reported a position in BNS in Q4 2018 and has held it in 5 quarters since. The position peaked at $619K in Q3 2024. 441 funds tracked by Wall St. Rank hold BNS as of Q4 2024.

  • Executive Wealth Management held 11,352 shares of Scotiabank worth $610K as of Q4 2024.
  • Executive Wealth Management left its Scotiabank share count unchanged in Q4 2024.
  • Scotiabank made up 0.05% of Executive Wealth Management's portfolio in Q4 2024, its #152 holding.
  • Executive Wealth Management first reported a position in Scotiabank in Q4 2018 and has held it in 5 quarters since.
  • Executive Wealth Management's Scotiabank position peaked at $619K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Scotiabank as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.