JWM
BNS icon

Jeppson Wealth Management’s Scotiabank BNS Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-300
Closed -$12K – 169
2020
Q3 		$12K Buy
+300
New +$12.6K 0.01% 376

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Jeppson Wealth Management's BNS Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Scotiabank (BNS) in Q4 2020, closing a stake of 300 shares — an estimated $12K sold.

Jeppson Wealth Management first reported a position in BNS in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 373 funds tracked by Wall St. Rank hold BNS as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Scotiabank position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 300 Scotiabank shares in Q4 2020, an estimated $12K.
  • Jeppson Wealth Management first reported a position in Scotiabank in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Scotiabank position peaked at $12K in Q3 2020.
  • 373 funds tracked by Wall St. Rank held Scotiabank as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.