Robertson Stephens Wealth Management’s Scotiabank BNS Stock Holding History

Robertson Stephens 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
2022 Q4	–	Sell	-6,991	Closed	-$332K	–	409
2022 Q3	$332K	Sell	6,991 -1,000	-13%	-$57.2K	0.04%	266
2022 Q2	$473K	Hold	7,991	–	–	0.05%	243
2022 Q1	$573K	Buy	7,991 +4,000	+100%	+$290K	0.05%	238
2021 Q4	$289K	Hold	3,991	–	–	0.02%	325
2021 Q3	$245K	Hold	3,991	–	–	0.03%	275
2021 Q2	$259K	Hold	3,991	–	–	0.03%	284
2021 Q1	$249K	Hold	3,991	–	–	0.04%	256
2020 Q4	$215K	Buy	+3,991	New	+$189K	0.04%	234

Other funds holding BNS

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return