Institute for Wealth Management’s Nutrien NTR Stock Holding History

Institute for Wealth Management’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	–	Sell	-2,606	Closed	-$217K	–	464
2022 Q3	$217K	Buy	2,606 +5	+0.2%	+$430	0.05%	410
2022 Q2	$207K	Buy	2,601 +19	+0.7%	+$1.84K	0.04%	482
2022 Q1	$269K	Buy	+2,582	New	+$214K	0.04%	454
2020 Q1	–	Sell	-4,354	Closed	-$209K	–	578
2019 Q4	$209K	Sell	4,354 -1,069	-20%	-$51.7K	0.05%	415
2019 Q3	$271K	Sell	5,423 -522	-9%	-$26.6K	0.07%	343
2019 Q2	$318K	Sell	5,945 -134	-2%	-$7K	0.07%	339
2019 Q1	$321K	Sell	6,079 -25	-0.4%	-$1.3K	0.07%	320
2018 Q4	$287K	Buy	+6,104	New	+$318K	0.12%	202

Other funds holding NTR

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 $245B 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