GW & Wade’s Scotiabank BNS Stock Holding History

GW & Wade’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 Q4	–	Sell	-4,925	Closed	-$225K	–	419
2023 Q3	$225K	Buy	+4,925	New	+$236K	0.01%	363

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

GW & Wade's BNS Position: Q4 2023 in Review

GW & Wade sold out of Scotiabank (BNS) in Q4 2023, closing a stake of 4,925 shares — an estimated $225K sold.

GW & Wade first reported a position in BNS in Q3 2023 and held it in 1 quarter. The position peaked at $225K in Q3 2023. 389 funds tracked by Wall St. Rank hold BNS as of Q4 2023.

GW & Wade reported no remaining Scotiabank position as of Q4 2023 after selling out during the quarter.
GW & Wade sold 4,925 Scotiabank shares in Q4 2023, an estimated $225K.
GW & Wade first reported a position in Scotiabank in Q3 2023 and held it in 1 quarter.
GW & Wade's Scotiabank position peaked at $225K in Q3 2023.
389 funds tracked by Wall St. Rank held Scotiabank as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.