Independent Advisor Alliance’s Nutrien NTR Stock Holding History

Independent Advisor Alliance’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	-4,262	Closed	-$263K	–	701
2023 Q3	$263K	Sell	4,262 -27,683	-87%	-$1.75M	0.01%	548
2023 Q2	$1.89M	Buy	31,945 +23,441	+276%	+$1.49M	0.08%	204
2023 Q1	$628K	Buy	+8,504	New	+$656K	0.03%	375
2022 Q4	–	Sell	-8,687	Closed	-$724K	–	561
2022 Q3	$724K	Buy	8,687 +54	+0.6%	+$4.64K	0.04%	304
2022 Q2	$688K	Buy	8,633 +888	+11%	+$86.2K	0.04%	320
2022 Q1	$805K	Buy	+7,745	New	+$642K	0.04%	316

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

Independent Advisor Alliance's NTR Position: Q4 2023 in Review

Independent Advisor Alliance sold out of Nutrien (NTR) in Q4 2023, closing a stake of 4,262 shares — an estimated $263K sold.

Independent Advisor Alliance first reported a position in NTR in Q1 2022 and held it in 6 quarters. The position peaked at $1.89M in Q2 2023. 640 funds tracked by Wall St. Rank hold NTR as of Q4 2023.

Independent Advisor Alliance reported no remaining Nutrien position as of Q4 2023 after selling out during the quarter.
Independent Advisor Alliance sold 4,262 Nutrien shares in Q4 2023, an estimated $263K.
Independent Advisor Alliance first reported a position in Nutrien in Q1 2022 and held it in 6 quarters.
Independent Advisor Alliance's Nutrien position peaked at $1.89M in Q2 2023.
640 funds tracked by Wall St. Rank held Nutrien as of Q4 2023.

Based on Independent Advisor Alliance's 13F filing for Q4 2023, filed 8 Feb 2024.