IMA Advisory Services’s Nutrien NTR Stock Holding History

IMA Advisory Services’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 Q4	–	Sell	-472	Closed	-$29.2K	–	204
2023 Q3	$29.2K	Hold	472	–	–	0.01%	200
2023 Q2	$27.9K	Hold	472	–	–	0.01%	210
2023 Q1	$34.9K	Hold	472	–	–	0.01%	185
2022 Q4	$34.5K	Hold	472	–	–	0.01%	199
2022 Q3	$39K	Sell	472 -120	-20%	-$10.3K	0.01%	191
2022 Q2	$47K	Hold	592	–	–	0.01%	190
2022 Q1	$62K	Hold	592	–	–	0.01%	158
2021 Q4	$45K	Hold	592	–	–	0.01%	173
2021 Q3	$38K	Hold	592	–	–	0.01%	164
2021 Q2	$36K	Hold	592	–	–	0.01%	164
2021 Q1	$32K	Sell	592 -270	-31%	-$14.7K	0.01%	168
2020 Q4	$42K	Buy	+862	New	+$38.1K	0.01%	152
2020 Q1	–	Sell	-51	Closed	-$2K	–	281
2019 Q4	$2K	Hold	51	–	–	﹤0.01%	272
2019 Q3	$3K	Hold	51	–	–	﹤0.01%	271
2019 Q2	$3K	Buy	+51	New	+$2.66K	﹤0.01%	262

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

IMA Advisory Services's NTR Position: Q4 2023 in Review

IMA Advisory Services sold out of Nutrien (NTR) in Q4 2023, closing a stake of 472 shares — an estimated $29.2K sold.

IMA Advisory Services first reported a position in NTR in Q2 2019 and held it in 15 quarters. The position peaked at $62K in Q1 2022. 640 funds tracked by Wall St. Rank hold NTR as of Q4 2023.

IMA Advisory Services reported no remaining Nutrien position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 472 Nutrien shares in Q4 2023, an estimated $29.2K.
IMA Advisory Services first reported a position in Nutrien in Q2 2019 and held it in 15 quarters.
IMA Advisory Services's Nutrien position peaked at $62K in Q1 2022.
640 funds tracked by Wall St. Rank held Nutrien as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.