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	–	954
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	–	789
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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SII

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Concord Wealth Partners's NTR Position: Q3 2024 in Review

Concord Wealth Partners sold out of Nutrien (NTR) in Q3 2024, closing a stake of 8 shares — an estimated $407 sold.

Concord Wealth Partners first reported a position in NTR in Q1 2021 and held it in 10 quarters. The position peaked at $22K in Q1 2022. 601 funds tracked by Wall St. Rank hold NTR as of Q3 2024.

Concord Wealth Partners reported no remaining Nutrien position as of Q3 2024 after selling out during the quarter.
Concord Wealth Partners sold 8 Nutrien shares in Q3 2024, an estimated $407.
Concord Wealth Partners first reported a position in Nutrien in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Nutrien position peaked at $22K in Q1 2022.
601 funds tracked by Wall St. Rank held Nutrien as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.