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J.W. Coons Advisors’s Scotiabank BNS Stock Holding History

J.W. Coons 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
2023
Q2 		– Sell
-4,405
Closed -$222K – 231
2023
Q1 		$222K Buy
+4,405
New +$226K 0.06% 225
2022
Q4 		– Sell
-8,725
Closed -$415K – 228
2022
Q3 		$415K Buy
8,725
+475
+6% +$27.1K 0.16% 142
2022
Q2 		$487K Buy
+8,250
New +$535K 0.17% 142

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

J.W. Coons Advisors's BNS Position: Q2 2023 in Review

J.W. Coons Advisors sold out of Scotiabank (BNS) in Q2 2023, closing a stake of 4,405 shares — an estimated $222K sold.

J.W. Coons Advisors first reported a position in BNS in Q2 2022 and held it in 3 quarters. The position peaked at $487K in Q2 2022. 385 funds tracked by Wall St. Rank hold BNS as of Q2 2023.

  • J.W. Coons Advisors reported no remaining Scotiabank position as of Q2 2023 after selling out during the quarter.
  • J.W. Coons Advisors sold 4,405 Scotiabank shares in Q2 2023, an estimated $222K.
  • J.W. Coons Advisors first reported a position in Scotiabank in Q2 2022 and held it in 3 quarters.
  • J.W. Coons Advisors's Scotiabank position peaked at $487K in Q2 2022.
  • 385 funds tracked by Wall St. Rank held Scotiabank as of Q2 2023.

Based on J.W. Coons Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.