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	0.03%	266
2022 Q2	$473K	Hold	7,991	–	–	0.04%	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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Robertson Stephens Wealth Management's BNS Position: Q4 2022 in Review

Robertson Stephens Wealth Management sold out of Scotiabank (BNS) in Q4 2022, closing a stake of 6,991 shares — an estimated $332K sold.

Robertson Stephens Wealth Management first reported a position in BNS in Q4 2020 and held it in 8 quarters. The position peaked at $573K in Q1 2022. 419 funds tracked by Wall St. Rank hold BNS as of Q4 2022.

Robertson Stephens Wealth Management reported no remaining Scotiabank position as of Q4 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 6,991 Scotiabank shares in Q4 2022, an estimated $332K.
Robertson Stephens Wealth Management first reported a position in Scotiabank in Q4 2020 and held it in 8 quarters.
Robertson Stephens Wealth Management's Scotiabank position peaked at $573K in Q1 2022.
419 funds tracked by Wall St. Rank held Scotiabank as of Q4 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.