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Lee Financial Group Hawaii’s Scotiabank BNS Stock Holding History

Lee Financial Group Hawaii’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
Q1 		$652K Buy
12,595
+825
+7% +$39.5K 0.51% 18
2023
Q4 		$573K Buy
11,770
+1,196
+11% +$52.6K 0.49% 21
2023
Q3 		$482K Buy
10,574
+10
+0.1% +$479 0.44% 21
2023
Q2 		$529K Buy
10,564
+6,229
+144% +$309K 0.48% 20
2023
Q1 		$218K Buy
+4,335
New +$222K 0.22% 28

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Lee Financial Group Hawaii's BNS Position: Q1 2024 in Review

Lee Financial Group Hawaii increased its Scotiabank (BNS) stake by 7% in Q1 2024, buying an estimated $39.5K and bringing the position to 12,595 shares worth $652K. The position accounts for 0.51% of the portfolio, ranked #18.

Lee Financial Group Hawaii first reported a position in BNS in Q1 2023 and has held it in 5 quarters since. 401 funds tracked by Wall St. Rank hold BNS as of Q1 2024.

  • Lee Financial Group Hawaii held 12,595 shares of Scotiabank worth $652K as of Q1 2024.
  • Lee Financial Group Hawaii bought 825 Scotiabank shares in Q1 2024, an estimated $39.5K.
  • Scotiabank made up 0.51% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #18 holding.
  • Lee Financial Group Hawaii first reported a position in Scotiabank in Q1 2023 and has held it in 5 quarters since.
  • 401 funds tracked by Wall St. Rank held Scotiabank as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.