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Laurel Wealth Advisors (California)’s Scotiabank BNS Stock Holding History

Laurel Wealth Advisors (California)’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 		$218K Sell
4,445
-580
-12% -$28.6K 0.02% 608
2022
Q3 		$239K Sell
5,025
-200
-4% -$11.4K 0.03% 559
2022
Q2 		$309K Buy
5,225
+100
+2% +$6.49K 0.03% 485
2022
Q1 		$368K Sell
5,125
-200
-4% -$14.5K 0.03% 521
2021
Q4 		$382K Sell
5,325
-500
-9% -$33K 0.03% 546
2021
Q3 		$358K Hold
5,825
– – 0.07% 300
2021
Q2 		$379K Hold
5,825
– – 0.05% 340
2021
Q1 		$364K Sell
5,825
-100
-2% -$5.8K 0.06% 314
2020
Q4 		$320K Hold
5,925
– – 0.05% 322
2020
Q3 		$246K Sell
5,925
-260
-4% -$10.9K 0.04% 340
2020
Q2 		$255K Sell
6,185
-1,310
-17% -$52.3K 0.05% 317
2020
Q1 		$304K Sell
7,495
-1,450
-16% -$73.3K 0.07% 270
2019
Q4 		$505K Sell
8,945
-1
-0% -$57 0.08% 247
2019
Q3 		$509K Buy
8,946
+81
+0.9% +$4.35K 0.09% 245
2019
Q2 		$482K Buy
8,865
+200
+2% +$10.7K 0.11% 206
2019
Q1 		$462K Hold
8,665
– – 0.11% 202
2018
Q4 		$432K Hold
8,665
– – 0.13% 187
2018
Q3 		$516K Hold
8,665
– – 0.13% 187
2018
Q2 		$495K Hold
8,665
– – 0.13% 179
2018
Q1 		$534K Hold
8,665
– – 0.17% 144
2017
Q4 		$559K Hold
8,665
– – 0.16% 155
2017
Q3 		$556K Sell
8,665
-40
-0.5% -$2.49K 0.19% 129
2017
Q2 		$523K Buy
8,705
+300
+4% +$17.2K 0.19% 131
2017
Q1 		$492K Hold
8,405
– – 0.19% 137
2016
Q4 		$467K Hold
8,405
– – 0.21% 123
2016
Q3 		$445K Sell
8,405
-130
-2% -$6.72K 0.21% 123
2016
Q2 		$418K Sell
8,535
-392
-4% -$19.3K 0.2% 131
2016
Q1 		$427K Buy
8,927
+2,432
+37% +$99.6K 0.21% 120
2015
Q4 		$257K Buy
+6,495
New +$280K 0.13% 193

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BNS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Scotiabank (BNS) stake by 12% in Q4 2022, selling an estimated $28.6K and leaving 4,445 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #608.

Laurel Wealth Advisors (California) first reported a position in BNS in Q4 2015 and has held it in 29 quarters since. The position peaked at $559K in Q4 2017. 419 funds tracked by Wall St. Rank hold BNS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 4,445 shares of Scotiabank worth $218K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 580 Scotiabank shares in Q4 2022, an estimated $28.6K.
  • Scotiabank made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #608 holding.
  • Laurel Wealth Advisors (California) first reported a position in Scotiabank in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Scotiabank position peaked at $559K in Q4 2017.
  • 419 funds tracked by Wall St. Rank held Scotiabank as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.