SOA Wealth Advisors’s Scotiabank BNS Stock Holding History

SOA Wealth 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
2024 Q2	–	Sell	-25	Closed	-$1.29K	–	859
2024 Q1	$1.29K	Hold	25	–	–	﹤0.01%	744
2023 Q4	$1.22K	Hold	25	–	–	﹤0.01%	742
2023 Q3	$1.14K	Hold	25	–	–	﹤0.01%	762
2023 Q2	$1.25K	Hold	25	–	–	﹤0.01%	767
2023 Q1	$1.26K	Hold	25	–	–	﹤0.01%	775
2022 Q4	$1.23K	Hold	25	–	–	﹤0.01%	778
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	748
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	737
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	837
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	809
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	823
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	805
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	748
2020 Q4	$1K	Buy	+25	New	+$1.19K	﹤0.01%	725

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

SOA Wealth Advisors's BNS Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Scotiabank (BNS) in Q2 2024, closing a stake of 25 shares — an estimated $1.29K sold.

SOA Wealth Advisors first reported a position in BNS in Q4 2020 and held it in 14 quarters. The position peaked at $1.29K in Q1 2024. 392 funds tracked by Wall St. Rank hold BNS as of Q2 2024.

SOA Wealth Advisors reported no remaining Scotiabank position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 25 Scotiabank shares in Q2 2024, an estimated $1.29K.
SOA Wealth Advisors first reported a position in Scotiabank in Q4 2020 and held it in 14 quarters.
SOA Wealth Advisors's Scotiabank position peaked at $1.29K in Q1 2024.
392 funds tracked by Wall St. Rank held Scotiabank as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.