Next Financial Group’s Scotiabank BNS Stock Holding History

Next Financial Group’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
2021 Q4	$32K	Hold	440	–	–	﹤0.01%	1683
2021 Q3	$27K	Hold	440	–	–	﹤0.01%	1675
2021 Q2	$29K	Hold	440	–	–	﹤0.01%	1613
2021 Q1	$28K	Hold	440	–	–	﹤0.01%	1511
2020 Q4	$24K	Hold	440	–	–	﹤0.01%	1469
2020 Q3	$18K	Buy	+440	New	+$18.5K	﹤0.01%	1439
2020 Q2	–	Sell	-440	Closed	-$18K	–	756
2020 Q1	$18K	Buy	+440	New	+$22.2K	﹤0.01%	1304
2018 Q4	–	Sell	-125	Closed	-$7K	–	1961
2018 Q3	$7K	Buy	+125	New	+$7.3K	﹤0.01%	1080
2017 Q4	–	Sell	-1,125	Closed	-$73K	–	388
2017 Q3	$73K	Hold	1,125	–	–	0.02%	589
2017 Q2	$68K	Hold	1,125	–	–	0.02%	672
2017 Q1	$63K	Hold	1,125	–	–	0.02%	641
2016 Q4	$63K	Hold	1,125	–	–	0.01%	862
2016 Q3	$60K	Hold	1,125	–	–	0.01%	862
2016 Q2	$55K	Sell	1,125 -25	-2%	-$1.23K	0.02%	626
2016 Q1	$54K	Buy	1,150 +1,022	+798%	+$41.8K	0.02%	600
2015 Q4	$5K	Sell	128 -510	-80%	-$22K	﹤0.01%	1367
2015 Q3	$27K	Buy	638 +124	+24%	+$5.58K	0.01%	842
2015 Q2	$25K	Buy	+514	New	+$26.2K	0.01%	910
2014 Q4	–	Sell	-267	Closed	-$15K	–	1929
2014 Q3	$15K	Hold	267	–	–	﹤0.01%	1559
2014 Q2	$16K	Buy	+267	New	+$15.4K	0.01%	656

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

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

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

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

JFL

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

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

Next Financial Group's BNS Position: Q4 2021 in Review

Next Financial Group held its Scotiabank (BNS) position steady in Q4 2021 at 440 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Next Financial Group first reported a position in BNS in Q2 2014 and has held it in 20 quarters since. The position peaked at $73K in Q3 2017. 438 funds tracked by Wall St. Rank hold BNS as of Q4 2021.

Next Financial Group held 440 shares of Scotiabank worth $32K as of Q4 2021.
Next Financial Group left its Scotiabank share count unchanged in Q4 2021.
Scotiabank made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1683 holding.
Next Financial Group first reported a position in Scotiabank in Q2 2014 and has held it in 20 quarters since.
Next Financial Group's Scotiabank position peaked at $73K in Q3 2017.
438 funds tracked by Wall St. Rank held Scotiabank as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.