HWA
BNS icon

HHM Wealth Advisors’s Scotiabank BNS Stock Holding History

HHM Wealth Advisors’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
2022
Q3 		– Sell
-85
Closed -$5K – 661
2022
Q2 		$5K Hold
85
– – ﹤0.01% 630
2022
Q1 		$6K Hold
85
– – ﹤0.01% 585
2021
Q4 		$6K Hold
85
– – ﹤0.01% 557
2021
Q3 		$5K Hold
85
– – ﹤0.01% 541
2021
Q2 		$6K Hold
85
– – ﹤0.01% 510
2021
Q1 		$5K Hold
85
– – ﹤0.01% 494
2020
Q4 		$5K Hold
85
– – ﹤0.01% 461
2020
Q3 		$4K Hold
85
– – ﹤0.01% 435
2020
Q2 		$4K Buy
+85
New +$3.4K ﹤0.01% 420

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

HHM Wealth Advisors's BNS Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Scotiabank (BNS) in Q3 2022, closing a stake of 85 shares — an estimated $5K sold.

HHM Wealth Advisors first reported a position in BNS in Q2 2020 and held it in 9 quarters. The position peaked at $6K in Q1 2022. 417 funds tracked by Wall St. Rank hold BNS as of Q3 2022.

  • HHM Wealth Advisors reported no remaining Scotiabank position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 85 Scotiabank shares in Q3 2022, an estimated $5K.
  • HHM Wealth Advisors first reported a position in Scotiabank in Q2 2020 and held it in 9 quarters.
  • HHM Wealth Advisors's Scotiabank position peaked at $6K in Q1 2022.
  • 417 funds tracked by Wall St. Rank held Scotiabank as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.