Loring Wolcott & Coolidge Fiduciary Advisors’s Scotiabank BNS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023 Q1	–	Sell	-800	Closed	-$39.2K	–	599
2022 Q4	$39.2K	Hold	800	–	–	﹤0.01%	428
2022 Q3	$38K	Hold	800	–	–	﹤0.01%	443
2022 Q2	$47K	Hold	800	–	–	﹤0.01%	433
2022 Q1	$57K	Hold	800	–	–	﹤0.01%	426
2021 Q4	$57K	Hold	800	–	–	﹤0.01%	448
2021 Q3	$49K	Hold	800	–	–	﹤0.01%	461
2021 Q2	$52K	Buy	+800	New	+$51.7K	﹤0.01%	469
2021 Q1	–	Sell	-800	Closed	-$43K	–	358
2020 Q4	$43K	Hold	800	–	–	﹤0.01%	444
2020 Q3	$33K	Hold	800	–	–	﹤0.01%	431
2020 Q2	$33K	Hold	800	–	–	﹤0.01%	411
2020 Q1	$32K	Hold	800	–	–	﹤0.01%	415
2019 Q4	$45K	Buy	+800	New	+$45.5K	﹤0.01%	425

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

JFL

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

Loring Wolcott & Coolidge Fiduciary Advisors's BNS Position: Q1 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Scotiabank (BNS) in Q1 2023, closing a stake of 800 shares — an estimated $39.2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BNS in Q4 2019 and held it in 12 quarters. The position peaked at $57K in Q1 2022. 405 funds tracked by Wall St. Rank hold BNS as of Q1 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Scotiabank position as of Q1 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 800 Scotiabank shares in Q1 2023, an estimated $39.2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Scotiabank in Q4 2019 and held it in 12 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Scotiabank position peaked at $57K in Q1 2022.
405 funds tracked by Wall St. Rank held Scotiabank as of Q1 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2023, filed 2 May 2023.