First Personal Financial Services’s Scotiabank BNS Stock Holding History

First Personal Financial Services’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	-62	Closed	-$3.12K	–	381
2023 Q1	$3.12K	Sell	62 -136	-69%	-$6.98K	﹤0.01%	374
2022 Q4	$9.7K	Sell	198 -77	-28%	-$3.8K	﹤0.01%	329
2022 Q3	$13K	Buy	+275	New	+$15.7K	﹤0.01%	315
2019 Q1	–	Sell	-6	Closed	–	–	680
2018 Q4	$0	Hold	6	–	–	﹤0.01%	654
2018 Q3	$0	Hold	6	–	–	﹤0.01%	671
2018 Q2	$0	Sell	6 -54,800	-100%	-$3.3M	﹤0.01%	688
2018 Q1	$3.38M	Buy	54,806 +6	+0%	+$380	0.74%	46
2017 Q4	$3.54M	Hold	54,800	–	–	0.69%	50
2017 Q3	$3.52M	Hold	54,800	–	–	0.74%	48
2017 Q2	$3.29M	Hold	54,800	–	–	0.72%	50
2017 Q1	$3.21M	Hold	54,800	–	–	0.77%	45
2016 Q4	$3.05M	Buy	54,800 +1,400	+3%	+$76.4K	0.8%	44
2016 Q3	$2.83M	Buy	+53,400	New	+$2.76M	0.82%	46

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

First Personal Financial Services's BNS Position: Q2 2023 in Review

First Personal Financial Services sold out of Scotiabank (BNS) in Q2 2023, closing a stake of 62 shares — an estimated $3.12K sold.

First Personal Financial Services first reported a position in BNS in Q3 2016 and held it in 13 quarters. The position peaked at $3.54M in Q4 2017. 386 funds tracked by Wall St. Rank hold BNS as of Q2 2023.

First Personal Financial Services reported no remaining Scotiabank position as of Q2 2023 after selling out during the quarter.
First Personal Financial Services sold 62 Scotiabank shares in Q2 2023, an estimated $3.12K.
First Personal Financial Services first reported a position in Scotiabank in Q3 2016 and held it in 13 quarters.
First Personal Financial Services's Scotiabank position peaked at $3.54M in Q4 2017.
386 funds tracked by Wall St. Rank held Scotiabank as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.