Lake Street Private Wealth’s Nutrien NTR Stock Holding History

Lake Street Private Wealth’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 Q2	–	Sell	-4,892	Closed	-$361K	–	296
2023 Q1	$361K	Buy	4,892 +758	+18%	+$58.5K	0.07%	211
2022 Q4	$302K	Sell	4,134 -419	-9%	-$33.1K	0.06%	223
2022 Q3	$380K	Sell	4,553 -272	-6%	-$23.4K	0.09%	194
2022 Q2	$385K	Sell	4,825 -625	-11%	-$60.7K	0.08%	198
2022 Q1	$567K	Buy	5,450 +969	+22%	+$80.3K	0.1%	176
2021 Q4	$337K	Buy	4,481 +949	+27%	+$66.4K	0.06%	242
2021 Q3	$229K	Buy	+3,532	New	+$216K	0.06%	209

Other funds holding NTR

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Lake Street Private Wealth's NTR Position: Q2 2023 in Review

Lake Street Private Wealth sold out of Nutrien (NTR) in Q2 2023, closing a stake of 4,892 shares — an estimated $361K sold.

Lake Street Private Wealth first reported a position in NTR in Q3 2021 and held it in 7 quarters. The position peaked at $567K in Q1 2022. 640 funds tracked by Wall St. Rank hold NTR as of Q2 2023.

Lake Street Private Wealth reported no remaining Nutrien position as of Q2 2023 after selling out during the quarter.
Lake Street Private Wealth sold 4,892 Nutrien shares in Q2 2023, an estimated $361K.
Lake Street Private Wealth first reported a position in Nutrien in Q3 2021 and held it in 7 quarters.
Lake Street Private Wealth's Nutrien position peaked at $567K in Q1 2022.
640 funds tracked by Wall St. Rank held Nutrien as of Q2 2023.

Based on Lake Street Private Wealth's 13F filing for Q2 2023, filed 18 Jul 2023.