Kestra Private Wealth Services’s Scotiabank BNS Stock Holding History

Kestra Private Wealth Services’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
2024 Q3	–	Sell	-5,630	Closed	-$257K	–	1379
2024 Q2	$257K	Sell	5,630 -1,057	-16%	-$50.1K	0.01%	1107
2024 Q1	$346K	Buy	+6,687	New	+$321K	0.01%	952
2023 Q4	–	Sell	-4,852	Closed	-$221K	–	1225
2023 Q3	$221K	Sell	4,852 -47	-1%	-$2.25K	0.01%	992
2023 Q2	$245K	Sell	4,899 -5,681	-54%	-$282K	0.01%	892
2023 Q1	$533K	Buy	+10,580	New	+$543K	0.02%	578

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

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

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

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

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Kestra Private Wealth Services's BNS Position: Q3 2024 in Review

Kestra Private Wealth Services sold out of Scotiabank (BNS) in Q3 2024, closing a stake of 5,630 shares — an estimated $257K sold.

Kestra Private Wealth Services first reported a position in BNS in Q1 2023 and held it in 5 quarters. The position peaked at $533K in Q1 2023. 410 funds tracked by Wall St. Rank hold BNS as of Q3 2024.

Kestra Private Wealth Services reported no remaining Scotiabank position as of Q3 2024 after selling out during the quarter.
Kestra Private Wealth Services sold 5,630 Scotiabank shares in Q3 2024, an estimated $257K.
Kestra Private Wealth Services first reported a position in Scotiabank in Q1 2023 and held it in 5 quarters.
Kestra Private Wealth Services's Scotiabank position peaked at $533K in Q1 2023.
410 funds tracked by Wall St. Rank held Scotiabank as of Q3 2024.

Based on Kestra Private Wealth Services's 13F filing for Q3 2024, filed 13 Nov 2024.