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Heritage Wealth Management (Arizona)’s Nutrien NTR Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$5.84K Buy
+80
New +$6.32K ﹤0.01% 858
2022
Q3 		– Sell
-50
Closed -$3.98K – 1073
2022
Q2 		$3.98K Buy
+50
New +$4.86K ﹤0.01% 801

Other funds holding NTR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NTR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Nutrien (NTR) in Q4 2022: 80 shares worth $5.84K. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in NTR as recently as Q2 2022.

Heritage Wealth Management (Arizona) first reported a position in NTR in Q2 2022 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold NTR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 80 shares of Nutrien worth $5.84K as of Q4 2022.
  • Nutrien was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • Nutrien made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #858 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Nutrien in Q2 2022 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held Nutrien as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.