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WealthPlan Investment Management’s Scotiabank BNS Stock Holding History

WealthPlan Investment Management’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
-355
Closed -$17.8K – 180
2023
Q2 		$17.8K Buy
+355
New +$17.6K 0.01% 251

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

WealthPlan Investment Management's BNS Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Scotiabank (BNS) in Q3 2023, closing a stake of 355 shares — an estimated $17.8K sold.

WealthPlan Investment Management first reported a position in BNS in Q2 2023 and held it in 1 quarter. The position peaked at $17.8K in Q2 2023. 393 funds tracked by Wall St. Rank hold BNS as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Scotiabank position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 355 Scotiabank shares in Q3 2023, an estimated $17.8K.
  • WealthPlan Investment Management first reported a position in Scotiabank in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Scotiabank position peaked at $17.8K in Q2 2023.
  • 393 funds tracked by Wall St. Rank held Scotiabank as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.