Running Point Capital Advisors’s Scotiabank BNS Stock Holding History

Running Point Capital Advisors’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	-5,416	Closed	-$265K	–	157
2022 Q4	$265K	Sell	5,416 -61	-1%	-$3.01K	0.16%	77
2022 Q3	$261K	Sell	5,477 -21	-0.4%	-$1.2K	0.17%	70
2022 Q2	$326K	Sell	5,498 -17	-0.3%	-$1.1K	0.21%	66
2022 Q1	$396K	Buy	+5,515	New	+$400K	0.23%	52

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

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

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

JFL

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

Running Point Capital Advisors's BNS Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Scotiabank (BNS) in Q1 2023, closing a stake of 5,416 shares — an estimated $265K sold.

Running Point Capital Advisors first reported a position in BNS in Q1 2022 and held it in 4 quarters. The position peaked at $396K in Q1 2022. 405 funds tracked by Wall St. Rank hold BNS as of Q1 2023.

Running Point Capital Advisors reported no remaining Scotiabank position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 5,416 Scotiabank shares in Q1 2023, an estimated $265K.
Running Point Capital Advisors first reported a position in Scotiabank in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's Scotiabank position peaked at $396K in Q1 2022.
405 funds tracked by Wall St. Rank held Scotiabank as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.