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FAS Wealth Partners’s Scotiabank BNS Stock Holding History

FAS Wealth Partners’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
Q2 		– Sell
-6,658
Closed -$335K – 416
2023
Q1 		$335K Buy
6,658
+1
+0% +$51 0.04% 225
2022
Q4 		$326K Sell
6,657
-699
-10% -$34.5K 0.04% 231
2022
Q3 		$350K Buy
7,356
+1
+0% +$57 0.04% 213
2022
Q2 		$436K Hold
7,355
– – 0.05% 193
2022
Q1 		$527K Sell
7,355
-247
-3% -$17.9K 0.05% 185
2021
Q4 		$545K Buy
7,602
+54
+0.7% +$3.57K 0.05% 187
2021
Q3 		$464K Sell
7,548
-500
-6% -$31.3K 0.04% 188
2021
Q2 		$524K Hold
8,048
– – 0.05% 181
2021
Q1 		$503K Buy
8,048
+300
+4% +$17.4K 0.05% 175
2020
Q4 		$419K Buy
7,748
+150
+2% +$7.11K 0.05% 184
2020
Q3 		$315K Sell
7,598
-3,600
-32% -$151K 0.04% 198
2020
Q2 		$462K Buy
11,198
+1,300
+13% +$51.9K 0.07% 156
2020
Q1 		$402K Buy
+9,898
New +$500K 0.07% 145

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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
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

FAS Wealth Partners's BNS Position: Q2 2023 in Review

FAS Wealth Partners sold out of Scotiabank (BNS) in Q2 2023, closing a stake of 6,658 shares — an estimated $335K sold.

FAS Wealth Partners first reported a position in BNS in Q1 2020 and held it in 13 quarters. The position peaked at $545K in Q4 2021. 386 funds tracked by Wall St. Rank hold BNS as of Q2 2023.

  • FAS Wealth Partners reported no remaining Scotiabank position as of Q2 2023 after selling out during the quarter.
  • FAS Wealth Partners sold 6,658 Scotiabank shares in Q2 2023, an estimated $335K.
  • FAS Wealth Partners first reported a position in Scotiabank in Q1 2020 and held it in 13 quarters.
  • FAS Wealth Partners's Scotiabank position peaked at $545K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Scotiabank as of Q2 2023.

Based on FAS Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.