Institutional & Family Asset Management’s Scotiabank BNS Stock Holding History

Institutional & Family Asset Management’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 Q4	–	Sell	-20	Closed	-$1K	–	731
2022 Q3	$1K	Sell	20 -19	-49%	-$1.09K	﹤0.01%	611
2022 Q2	$2K	Buy	39 +11	+39%	+$714	﹤0.01%	585
2022 Q1	$2K	Hold	28	–	–	﹤0.01%	634
2021 Q4	$2K	Buy	28 +9	+47%	+$595	﹤0.01%	651
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	819
2021 Q2	$1K	Buy	+19	New	+$1.23K	﹤0.01%	873

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Institutional & Family Asset Management's BNS Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Scotiabank (BNS) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in BNS in Q2 2021 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 420 funds tracked by Wall St. Rank hold BNS as of Q4 2022.

Institutional & Family Asset Management reported no remaining Scotiabank position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 20 Scotiabank shares in Q4 2022, an estimated $1K.
Institutional & Family Asset Management first reported a position in Scotiabank in Q2 2021 and held it in 6 quarters.
Institutional & Family Asset Management's Scotiabank position peaked at $2K in Q2 2022.
420 funds tracked by Wall St. Rank held Scotiabank as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.