Avitas Wealth Management’s Nutrien NTR Stock Holding History

Avitas Wealth Management’s Portfolio NTR Stock Details NTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14,870	Closed	-$1.1M	–	200
2023 Q1	$1.1M	Sell	14,870 -67	-0.4%	-$5.17K	0.22%	121
2022 Q4	$1.09M	Sell	14,937 -64	-0.4%	-$5.06K	0.23%	111
2022 Q3	$1.25M	Buy	15,001 +177	+1%	+$15.2K	0.29%	98
2022 Q2	$1.18M	Sell	14,824 -8,394	-36%	-$815K	0.26%	114
2022 Q1	$2.41M	Sell	23,218 -24,303	-51%	-$2.01M	0.44%	71
2021 Q4	$3.57M	Buy	47,521 +821	+2%	+$57.5K	0.6%	63
2021 Q3	$3.03M	Buy	+46,700	New	+$2.85M	0.55%	70

Other funds holding NTR

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Avitas Wealth Management's NTR Position: Q2 2023 in Review

Avitas Wealth Management sold out of Nutrien (NTR) in Q2 2023, closing a stake of 14,870 shares — an estimated $1.1M sold.

Avitas Wealth Management first reported a position in NTR in Q3 2021 and held it in 7 quarters. The position peaked at $3.57M in Q4 2021. 640 funds tracked by Wall St. Rank hold NTR as of Q2 2023.

Avitas Wealth Management reported no remaining Nutrien position as of Q2 2023 after selling out during the quarter.
Avitas Wealth Management sold 14,870 Nutrien shares in Q2 2023, an estimated $1.1M.
Avitas Wealth Management first reported a position in Nutrien in Q3 2021 and held it in 7 quarters.
Avitas Wealth Management's Nutrien position peaked at $3.57M in Q4 2021.
640 funds tracked by Wall St. Rank held Nutrien as of Q2 2023.

Based on Avitas Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.