Lenox Wealth Advisors’s Scotiabank BNS Stock Holding History

Lenox Wealth Advisors’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 Q1	$28K	Hold	400	–	–	﹤0.01%	330
2021 Q4	$29K	Hold	400	–	–	﹤0.01%	336
2021 Q3	$25K	Hold	400	–	–	﹤0.01%	326
2021 Q2	$26K	Buy	+400	New	+$25.9K	﹤0.01%	320
2020 Q4	–	Sell	-50	Closed	-$2K	–	620
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	503
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	506
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	564
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	534
2019 Q3	$3K	Hold	50	–	–	﹤0.01%	443
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	347
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	441
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	336
2018 Q3	$3K	Sell	50 -472	-90%	-$27.6K	﹤0.01%	331
2018 Q2	$30K	Sell	522 -1,685	-76%	-$102K	0.01%	192
2018 Q1	$136K	Buy	2,207 +1,730	+363%	+$110K	0.03%	83
2017 Q4	$31K	Buy	+477	New	+$30.9K	0.01%	118

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Lenox Wealth Advisors's BNS Position: Q1 2022 in Review

Lenox Wealth Advisors held its Scotiabank (BNS) position steady in Q1 2022 at 400 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Lenox Wealth Advisors first reported a position in BNS in Q4 2017 and has held it in 16 quarters since. The position peaked at $136K in Q1 2018. 442 funds tracked by Wall St. Rank hold BNS as of Q1 2022.

Lenox Wealth Advisors held 400 shares of Scotiabank worth $28K as of Q1 2022.
Lenox Wealth Advisors left its Scotiabank share count unchanged in Q1 2022.
Scotiabank made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #330 holding.
Lenox Wealth Advisors first reported a position in Scotiabank in Q4 2017 and has held it in 16 quarters since.
Lenox Wealth Advisors's Scotiabank position peaked at $136K in Q1 2018.
442 funds tracked by Wall St. Rank held Scotiabank as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.