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IBEX Wealth Advisors’s Scotiabank BNS Stock Holding History

IBEX 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
2021
Q4 		– Sell
-84
Closed -$5K – 217
2021
Q3 		$5K Buy
+84
New +$5.25K ﹤0.01% 391

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

IBEX Wealth Advisors's BNS Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Scotiabank (BNS) in Q4 2021, closing a stake of 84 shares — an estimated $5K sold.

IBEX Wealth Advisors first reported a position in BNS in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 438 funds tracked by Wall St. Rank hold BNS as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Scotiabank position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 84 Scotiabank shares in Q4 2021, an estimated $5K.
  • IBEX Wealth Advisors first reported a position in Scotiabank in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Scotiabank position peaked at $5K in Q3 2021.
  • 438 funds tracked by Wall St. Rank held Scotiabank as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.