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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baystate Wealth Management's NTR Position: Q4 2023 in Review

Baystate Wealth Management increased its Nutrien (NTR) stake by 1.7% in Q4 2023, buying an estimated $339 and bringing the position to 365 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Baystate Wealth Management first reported a position in NTR in Q2 2018 and has held it in 19 quarters since. The position peaked at $38K in Q1 2022. 640 funds tracked by Wall St. Rank hold NTR as of Q4 2023.

Baystate Wealth Management held 365 shares of Nutrien worth $20.6K as of Q4 2023.
Baystate Wealth Management bought 6 Nutrien shares in Q4 2023, an estimated $339.
Nutrien made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #552 holding.
Baystate Wealth Management first reported a position in Nutrien in Q2 2018 and has held it in 19 quarters since.
Baystate Wealth Management's Nutrien position peaked at $38K in Q1 2022.
640 funds tracked by Wall St. Rank held Nutrien as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.