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Mission Wealth Management’s Scotiabank BNS Stock Holding History

Mission 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
Q4 		– Sell
-5,800
Closed -$264K – 591
2023
Q3 		$264K Buy
+5,800
New +$278K 0.01% 463

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Mission Wealth Management's BNS Position: Q4 2023 in Review

Mission Wealth Management sold out of Scotiabank (BNS) in Q4 2023, closing a stake of 5,800 shares — an estimated $264K sold.

Mission Wealth Management first reported a position in BNS in Q3 2023 and held it in 1 quarter. The position peaked at $264K in Q3 2023. 390 funds tracked by Wall St. Rank hold BNS as of Q4 2023.

  • Mission Wealth Management reported no remaining Scotiabank position as of Q4 2023 after selling out during the quarter.
  • Mission Wealth Management sold 5,800 Scotiabank shares in Q4 2023, an estimated $264K.
  • Mission Wealth Management first reported a position in Scotiabank in Q3 2023 and held it in 1 quarter.
  • Mission Wealth Management's Scotiabank position peaked at $264K in Q3 2023.
  • 390 funds tracked by Wall St. Rank held Scotiabank as of Q4 2023.

Based on Mission Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.