PFG Private Wealth Management’s Scotiabank BNS Stock Holding History

PFG Private 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 Q1	–	Sell	-54	Closed	-$3K	–	299
2022 Q4	$3K	Hold	54	–	–	﹤0.01%	257
2022 Q3	$3K	Hold	54	–	–	﹤0.01%	244
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	252
2022 Q1	$4K	Hold	54	–	–	﹤0.01%	228
2021 Q4	$4K	Hold	54	–	–	﹤0.01%	232
2021 Q3	$3K	Buy	+54	New	+$3.38K	﹤0.01%	237

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 $112B AUM 31.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

PFG Private Wealth Management's BNS Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Scotiabank (BNS) in Q1 2023, closing a stake of 54 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in BNS in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 404 funds tracked by Wall St. Rank hold BNS as of Q1 2023.

PFG Private Wealth Management reported no remaining Scotiabank position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 54 Scotiabank shares in Q1 2023, an estimated $3K.
PFG Private Wealth Management first reported a position in Scotiabank in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's Scotiabank position peaked at $4K in Q1 2022.
404 funds tracked by Wall St. Rank held Scotiabank as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.