First Heartland Consultants’s Scotiabank BNS Stock Holding History

First Heartland Consultants’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	-6,783	Closed	-$332K	–	361
2022 Q4	$332K	Buy	6,783 +1,411	+26%	+$69.6K	0.05%	265
2022 Q3	$255	Buy	+5,372	New	+$307K	0.02%	288
2022 Q1	–	Sell	-3,020	Closed	-$216	–	355
2021 Q4	$216	Sell	3,020 -3,115	-51%	-$206K	0.01%	348
2021 Q3	$377K	Buy	+6,135	New	+$384K	0.06%	240

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

First Heartland Consultants's BNS Position: Q1 2023 in Review

First Heartland Consultants sold out of Scotiabank (BNS) in Q1 2023, closing a stake of 6,783 shares — an estimated $332K sold.

First Heartland Consultants first reported a position in BNS in Q3 2021 and held it in 4 quarters. The position peaked at $377K in Q3 2021. 404 funds tracked by Wall St. Rank hold BNS as of Q1 2023.

First Heartland Consultants reported no remaining Scotiabank position as of Q1 2023 after selling out during the quarter.
First Heartland Consultants sold 6,783 Scotiabank shares in Q1 2023, an estimated $332K.
First Heartland Consultants first reported a position in Scotiabank in Q3 2021 and held it in 4 quarters.
First Heartland Consultants's Scotiabank position peaked at $377K in Q3 2021.
404 funds tracked by Wall St. Rank held Scotiabank as of Q1 2023.

Based on First Heartland Consultants's 13F filing for Q1 2023, filed 17 Apr 2023.