Source Financial Advisors’s Scotiabank BNS Stock Holding History

Source Financial 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
2022 Q1	–	Sell	-4,152	Closed	-$297K	–	112
2021 Q4	$297K	Hold	4,152	–	–	0.08%	95
2021 Q3	$255K	Hold	4,152	–	–	0.07%	96
2021 Q2	$271K	Hold	4,152	–	–	0.07%	94
2021 Q1	$259K	Buy	4,152 +132	+3%	+$7.65K	0.07%	97
2020 Q4	$217K	Buy	+4,020	New	+$191K	0.06%	104

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

JFL

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

Source Financial Advisors's BNS Position: Q1 2022 in Review

Source Financial Advisors sold out of Scotiabank (BNS) in Q1 2022, closing a stake of 4,152 shares — an estimated $297K sold.

Source Financial Advisors first reported a position in BNS in Q4 2020 and held it in 5 quarters. The position peaked at $297K in Q4 2021. 442 funds tracked by Wall St. Rank hold BNS as of Q1 2022.

Source Financial Advisors reported no remaining Scotiabank position as of Q1 2022 after selling out during the quarter.
Source Financial Advisors sold 4,152 Scotiabank shares in Q1 2022, an estimated $297K.
Source Financial Advisors first reported a position in Scotiabank in Q4 2020 and held it in 5 quarters.
Source Financial Advisors's Scotiabank position peaked at $297K in Q4 2021.
442 funds tracked by Wall St. Rank held Scotiabank as of Q1 2022.

Based on Source Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.