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Schechter Investment Advisors’s Scotiabank BNS Stock Holding History

Schechter Investment 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
Q3 		– Sell
-4,280
Closed -$214K – 645
2023
Q2 		$214K Buy
4,280
+47
+1% +$2.33K 0.02% 574
2023
Q1 		$213K Buy
+4,233
New +$217K 0.02% 602
2022
Q3 		– Sell
-3,383
Closed -$200K – 953
2022
Q2 		$200K Sell
3,383
-712
-17% -$46.2K 0.02% 844
2022
Q1 		$294K Buy
4,095
+966
+31% +$70.1K 0.03% 717
2021
Q4 		$224K Buy
+3,129
New +$207K 0.02% 769

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Schechter Investment Advisors's BNS Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Scotiabank (BNS) in Q3 2023, closing a stake of 4,280 shares — an estimated $214K sold.

Schechter Investment Advisors first reported a position in BNS in Q4 2021 and held it in 5 quarters. The position peaked at $294K in Q1 2022. 393 funds tracked by Wall St. Rank hold BNS as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Scotiabank position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 4,280 Scotiabank shares in Q3 2023, an estimated $214K.
  • Schechter Investment Advisors first reported a position in Scotiabank in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's Scotiabank position peaked at $294K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Scotiabank as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.