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Valley Wealth Managers’s Scotiabank BNS Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-202
Closed -$10.2K – 340
2023
Q1 		$10.2K Sell
202
-150
-43% -$7.7K ﹤0.01% 282
2022
Q4 		$17.2K Hold
352
– – ﹤0.01% 277
2022
Q3 		$17K Buy
+352
New +$20.1K ﹤0.01% 296

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

Valley Wealth Managers's BNS Position: Q2 2023 in Review

Valley Wealth Managers sold out of Scotiabank (BNS) in Q2 2023, closing a stake of 202 shares — an estimated $10.2K sold.

Valley Wealth Managers first reported a position in BNS in Q3 2022 and held it in 3 quarters. The position peaked at $17.2K in Q4 2022. 385 funds tracked by Wall St. Rank hold BNS as of Q2 2023.

  • Valley Wealth Managers reported no remaining Scotiabank position as of Q2 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 202 Scotiabank shares in Q2 2023, an estimated $10.2K.
  • Valley Wealth Managers first reported a position in Scotiabank in Q3 2022 and held it in 3 quarters.
  • Valley Wealth Managers's Scotiabank position peaked at $17.2K in Q4 2022.
  • 385 funds tracked by Wall St. Rank held Scotiabank as of Q2 2023.

Based on Valley Wealth Managers's 13F filing for Q2 2023, filed 28 Jul 2023.