Oak Family Advisors’s Nutrien NTR Stock Holding History

Oak Family 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
2026 Q1	$592K	Buy	+7,840	New	+$559K	0.18%	73
2023 Q1	–	Sell	-8,376	Closed	-$612K	–	119
2022 Q4	$612K	Buy	8,376 +2,015	+32%	+$159K	0.33%	64
2022 Q3	$530K	Buy	6,361 +180	+3%	+$15.5K	0.34%	62
2022 Q2	$493K	Sell	6,181 -201	-3%	-$19.5K	0.29%	70
2022 Q1	$664K	Sell	6,382 -35,384	-85%	-$2.93M	0.34%	67
2021 Q4	$3.14M	Sell	41,766 -16,898	-29%	-$1.18M	1.51%	18
2021 Q3	$3.8M	Sell	58,664 -19,679	-25%	-$1.2M	2%	13
2021 Q2	$4.75M	Sell	78,343 -6,499	-8%	-$385K	2.85%	11
2021 Q1	$4.57M	Sell	84,842 -7,639	-8%	-$415K	3.13%	9
2020 Q4	$4.45M	Buy	+92,481	New	+$4.09M	3.25%	9

Other funds holding NTR

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return