BerganKDV Wealth Management’s Nutrien NTR Stock Holding History

BerganKDV 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	-111	Closed	-$8.2K	–	1006
2023 Q1	$8.2K	Hold	111	–	–	﹤0.01%	629
2022 Q4	$8.11K	Hold	111	–	–	﹤0.01%	610
2022 Q3	$9K	Buy	+111	New	+$9.55K	﹤0.01%	591
2020 Q3	–	Sell	-114	Closed	-$4K	–	982
2020 Q2	$4K	Buy	+114	New	+$3.97K	﹤0.01%	663
2020 Q1	–	Sell	-122	Closed	-$6K	–	981
2019 Q4	$6K	Buy	+122	New	+$5.89K	﹤0.01%	596
2019 Q3	–	Sell	-14	Closed	-$1K	–	741
2019 Q2	$1K	Buy	+14	New	+$731	﹤0.01%	712

Other funds holding NTR

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Nutrien (NTR) in Q2 2023, closing a stake of 111 shares — an estimated $8.2K sold.

BerganKDV Wealth Management first reported a position in NTR in Q2 2019 and held it in 6 quarters. The position peaked at $9K in Q3 2022. 640 funds tracked by Wall St. Rank hold NTR as of Q2 2023.

BerganKDV Wealth Management reported no remaining Nutrien position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 111 Nutrien shares in Q2 2023, an estimated $8.2K.
BerganKDV Wealth Management first reported a position in Nutrien in Q2 2019 and held it in 6 quarters.
BerganKDV Wealth Management's Nutrien position peaked at $9K in Q3 2022.
640 funds tracked by Wall St. Rank held Nutrien as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.