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Kingswood Wealth Advisors’s Nutrien NTR Stock Holding History

Kingswood 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
2024
Q1 		– Sell
-3,787
Closed -$213K – 675
2023
Q4 		$213K Buy
+3,787
New +$214K 0.02% 566

Other funds holding NTR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Kingswood Wealth Advisors's NTR Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Nutrien (NTR) in Q1 2024, closing a stake of 3,787 shares — an estimated $213K sold.

Kingswood Wealth Advisors first reported a position in NTR in Q4 2023 and held it in 1 quarter. The position peaked at $213K in Q4 2023. 629 funds tracked by Wall St. Rank hold NTR as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Nutrien position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,787 Nutrien shares in Q1 2024, an estimated $213K.
  • Kingswood Wealth Advisors first reported a position in Nutrien in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Nutrien position peaked at $213K in Q4 2023.
  • 629 funds tracked by Wall St. Rank held Nutrien as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.