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Valeo Financial Advisors’s Scotiabank BNS Stock Holding History

Valeo 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
2020
Q3 		– Sell
-109
Closed -$4K – 1647
2020
Q2 		$4K Buy
109
+44
+68% +$1.76K ﹤0.01% 1573
2020
Q1 		$3K Buy
+65
New +$3.29K ﹤0.01% 1401
2019
Q3 		– Sell
-33
Closed -$2K – 1561
2019
Q2 		$2K Buy
+33
New +$1.76K ﹤0.01% 1385
2018
Q2 		– Sell
-27
Closed -$2K – 1618
2018
Q1 		$2K Buy
+27
New +$1.71K ﹤0.01% 1309

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Mackenzie Financial
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

Valeo Financial Advisors's BNS Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Scotiabank (BNS) in Q3 2020, closing a stake of 109 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in BNS in Q1 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2020. 332 funds tracked by Wall St. Rank hold BNS as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Scotiabank position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 109 Scotiabank shares in Q3 2020, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Scotiabank in Q1 2018 and held it in 4 quarters.
  • Valeo Financial Advisors's Scotiabank position peaked at $4K in Q2 2020.
  • 332 funds tracked by Wall St. Rank held Scotiabank as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.