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Lee Financial’s Scotiabank BNS Stock Holding History

Lee Financial’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 		– Sell
-100
Closed -$5K – 937
2022
Q3 		$5K Hold
100
– – ﹤0.01% 527
2022
Q2 		$6K Buy
+100
New +$6.49K ﹤0.01% 521
2018
Q3 		– Sell
-74
Closed -$4K – 500
2018
Q2 		$4K Hold
74
– – ﹤0.01% 637
2018
Q1 		$5K Buy
+74
New +$4.69K ﹤0.01% 609

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

Lee Financial's BNS Position: Q4 2022 in Review

Lee Financial sold out of Scotiabank (BNS) in Q4 2022, closing a stake of 100 shares — an estimated $5K sold.

Lee Financial first reported a position in BNS in Q1 2018 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 419 funds tracked by Wall St. Rank hold BNS as of Q4 2022.

  • Lee Financial reported no remaining Scotiabank position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 100 Scotiabank shares in Q4 2022, an estimated $5K.
  • Lee Financial first reported a position in Scotiabank in Q1 2018 and held it in 4 quarters.
  • Lee Financial's Scotiabank position peaked at $6K in Q2 2022.
  • 419 funds tracked by Wall St. Rank held Scotiabank as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.