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GoalVest Advisory’s Scotiabank BNS Stock Holding History

GoalVest Advisory’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
-200
Closed -$9.14K – 374
2024
Q2 		$9.14K Hold
200
– – ﹤0.01% 283
2024
Q1 		$10.4K Buy
+200
New +$9.59K ﹤0.01% 315

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

GoalVest Advisory's BNS Position: Q3 2024 in Review

GoalVest Advisory sold out of Scotiabank (BNS) in Q3 2024, closing a stake of 200 shares — an estimated $9.14K sold.

GoalVest Advisory first reported a position in BNS in Q1 2024 and held it in 2 quarters. The position peaked at $10.4K in Q1 2024. 410 funds tracked by Wall St. Rank hold BNS as of Q3 2024.

  • GoalVest Advisory reported no remaining Scotiabank position as of Q3 2024 after selling out during the quarter.
  • GoalVest Advisory sold 200 Scotiabank shares in Q3 2024, an estimated $9.14K.
  • GoalVest Advisory first reported a position in Scotiabank in Q1 2024 and held it in 2 quarters.
  • GoalVest Advisory's Scotiabank position peaked at $10.4K in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Scotiabank as of Q3 2024.

Based on GoalVest Advisory's 13F filing for Q3 2024, filed 6 Nov 2024.