Baystate Wealth Management’s Nutrien NTR Stock Holding History

Baystate 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 Q4	$20.6K	Buy	365 +6	+2%	+$339	﹤0.01%	552
2023 Q3	$22.2K	Buy	359 +3	+0.8%	+$190	﹤0.01%	460
2023 Q2	$21.1K	Sell	356 -15	-4%	-$955	﹤0.01%	456
2023 Q1	$27.5K	Buy	371 +2	+0.5%	+$154	﹤0.01%	417
2022 Q4	$27K	Buy	369 +1	+0.3%	+$79	﹤0.01%	420
2022 Q3	$31K	Buy	368 +2	+0.5%	+$172	﹤0.01%	371
2022 Q2	$29K	Buy	366 +2	+0.5%	+$194	﹤0.01%	400
2022 Q1	$38K	Buy	364 +1	+0.3%	+$83	﹤0.01%	365
2021 Q4	$27K	Buy	363 +2	+0.6%	+$140	﹤0.01%	418
2021 Q3	$23K	Buy	361 +3	+0.8%	+$183	﹤0.01%	397
2021 Q2	$22K	Buy	358 +19	+6%	+$1.12K	﹤0.01%	381
2021 Q1	$18K	Buy	339 +2	+0.6%	+$109	﹤0.01%	394
2020 Q4	$16K	Buy	337 +3	+0.9%	+$133	﹤0.01%	376
2020 Q3	$13K	Buy	+334	New	+$12.2K	﹤0.01%	367
2019 Q3	–	Sell	-205	Closed	-$11K	–	616
2019 Q2	$11K	Hold	205	–	–	﹤0.01%	363
2019 Q1	$11K	Sell	205 -13	-6%	-$677	﹤0.01%	375
2018 Q4	$11K	Buy	218 +1	+0.5%	+$52	﹤0.01%	364
2018 Q3	$12K	Buy	217 +1	+0.5%	+$55	﹤0.01%	353
2018 Q2	$11K	Buy	+216	New	+$10.7K	﹤0.01%	363

Other funds holding NTR

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of Montreal

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

First Eagle Investment Management

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return