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EP Wealth Advisors’s Nutrien NTR Stock Holding History

EP Wealth Advisors’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
2022
Q3 		– Sell
-3,117
Closed -$248K – 531
2022
Q2 		$248K Sell
3,117
-88
-3% -$8.54K 0.01% 529
2022
Q1 		$333K Sell
3,205
-554
-15% -$45.9K 0.01% 472
2021
Q4 		$283K Buy
3,759
+612
+19% +$42.8K 0.01% 471
2021
Q3 		$204K Buy
+3,147
New +$192K 0.01% 510

Other funds holding NTR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

EP Wealth Advisors's NTR Position: Q3 2022 in Review

EP Wealth Advisors sold out of Nutrien (NTR) in Q3 2022, closing a stake of 3,117 shares — an estimated $248K sold.

EP Wealth Advisors first reported a position in NTR in Q3 2021 and held it in 4 quarters. The position peaked at $333K in Q1 2022. 741 funds tracked by Wall St. Rank hold NTR as of Q3 2022.

  • EP Wealth Advisors reported no remaining Nutrien position as of Q3 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 3,117 Nutrien shares in Q3 2022, an estimated $248K.
  • EP Wealth Advisors first reported a position in Nutrien in Q3 2021 and held it in 4 quarters.
  • EP Wealth Advisors's Nutrien position peaked at $333K in Q1 2022.
  • 741 funds tracked by Wall St. Rank held Nutrien as of Q3 2022.

Based on EP Wealth Advisors's 13F filing for Q3 2022, filed 2 Dec 2022.