Concord Wealth Partners’s Nutrien NTR Stock Holding History

Concord Wealth Partners’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
2024 Q3	–	Sell	-8	Closed	-$407	–	999
2024 Q2	$407	Buy	+8	New	+$438	﹤0.01%	769
2023 Q4	–	Sell	-44	Closed	-$2.72K	–	959
2023 Q3	$2.72K	Hold	44	–	–	﹤0.01%	822
2023 Q2	$2.6K	Hold	44	–	–	﹤0.01%	825
2023 Q1	$3.25K	Sell	44 -172	-80%	-$13.3K	﹤0.01%	738
2022 Q4	$15.8K	Buy	+216	New	+$17.1K	﹤0.01%	569
2022 Q3	–	Sell	-216	Closed	-$17K	–	790
2022 Q2	$17K	Hold	216	–	–	﹤0.01%	575
2022 Q1	$22K	Hold	216	–	–	0.01%	613
2021 Q4	$16K	Buy	+216	New	+$15.1K	﹤0.01%	690
2021 Q3	–	Sell	-44	Closed	-$3K	–	991
2021 Q2	$3K	Hold	44	–	–	﹤0.01%	833
2021 Q1	$2K	Buy	+44	New	+$2.39K	﹤0.01%	840

Other funds holding NTR

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

Fidelity Investments

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

First Eagle Investment Management

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

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return