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Mascoma Wealth Management’s Scotiabank BNS Stock Holding History

Mascoma Wealth Management’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
Q2 		– Sell
-100
Closed -$4.99K – 500
2023
Q1 		$4.99K Hold
100
– – ﹤0.01% 482
2022
Q4 		$4.9K Buy
100
+10
+11% +$493 ﹤0.01% 494
2022
Q3 		$4K Buy
90
+5
+6% +$286 ﹤0.01% 496
2022
Q2 		$5K Hold
85
– – ﹤0.01% 491
2022
Q1 		$6K Hold
85
– – ﹤0.01% 485
2021
Q4 		$6K Buy
85
+5
+6% +$330 ﹤0.01% 435
2021
Q3 		$5K Buy
+80
New +$5K ﹤0.01% 379
2021
Q2 		– Sell
-75
Closed -$5K – 146
2021
Q1 		$5K Buy
+75
New +$4.35K ﹤0.01% 376

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Mascoma Wealth Management's BNS Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Scotiabank (BNS) in Q2 2023, closing a stake of 100 shares — an estimated $4.99K sold.

Mascoma Wealth Management first reported a position in BNS in Q1 2021 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 385 funds tracked by Wall St. Rank hold BNS as of Q2 2023.

  • Mascoma Wealth Management reported no remaining Scotiabank position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 100 Scotiabank shares in Q2 2023, an estimated $4.99K.
  • Mascoma Wealth Management first reported a position in Scotiabank in Q1 2021 and held it in 8 quarters.
  • Mascoma Wealth Management's Scotiabank position peaked at $6K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Scotiabank as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.