EWA
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Exencial Wealth Advisors’s Scotiabank BNS Stock Holding History

Exencial 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
2024
Q3 		– Sell
-23,748
Closed -$1.09M – 495
2024
Q2 		$1.09M Sell
23,748
-552
-2% -$26.2K 0.04% 263
2024
Q1 		$1.26M Buy
24,300
+962
+4% +$46.1K 0.05% 245
2023
Q4 		$1.14M Buy
23,338
+2,296
+11% +$101K 0.05% 248
2023
Q3 		$959K Buy
21,042
+416
+2% +$19.9K 0.05% 237
2023
Q2 		$1.03M Buy
20,626
+2,593
+14% +$129K 0.05% 231
2023
Q1 		$908K Buy
18,033
+4,674
+35% +$240K 0.05% 228
2022
Q4 		$654K Buy
13,359
+94
+0.7% +$4.63K 0.04% 257
2022
Q3 		$631K Buy
13,265
+377
+3% +$21.5K 0.04% 246
2022
Q2 		$763K Buy
12,888
+900
+8% +$58.4K 0.04% 242
2022
Q1 		$860K Buy
11,988
+2,192
+22% +$159K 0.04% 245
2021
Q4 		$702K Buy
9,796
+1,913
+24% +$126K 0.03% 260
2021
Q3 		$485K Buy
7,883
+653
+9% +$40.8K 0.02% 245
2021
Q2 		$470K Buy
7,230
+2,850
+65% +$184K 0.03% 321
2021
Q1 		$274K Buy
+4,380
New +$254K 0.02% 362

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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Exencial Wealth Advisors's BNS Position: Q3 2024 in Review

Exencial Wealth Advisors sold out of Scotiabank (BNS) in Q3 2024, closing a stake of 23,748 shares — an estimated $1.09M sold.

Exencial Wealth Advisors first reported a position in BNS in Q1 2021 and held it in 14 quarters. The position peaked at $1.26M in Q1 2024. 411 funds tracked by Wall St. Rank hold BNS as of Q3 2024.

  • Exencial Wealth Advisors reported no remaining Scotiabank position as of Q3 2024 after selling out during the quarter.
  • Exencial Wealth Advisors sold 23,748 Scotiabank shares in Q3 2024, an estimated $1.09M.
  • Exencial Wealth Advisors first reported a position in Scotiabank in Q1 2021 and held it in 14 quarters.
  • Exencial Wealth Advisors's Scotiabank position peaked at $1.26M in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Scotiabank as of Q3 2024.

Based on Exencial Wealth Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.