Regal Investment Advisors’s Nutrien NTR Stock Holding History

Regal Investment 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
2023 Q4	–	Sell	-41,342	Closed	-$2.55M	–	555
2023 Q3	$2.55M	Buy	41,342 +11,283	+38%	+$714K	0.21%	129
2023 Q2	$1.77M	Sell	30,059 -1,030	-3%	-$65.6K	0.15%	153
2023 Q1	$2.3M	Buy	31,089 +3,147	+11%	+$243K	0.2%	130
2022 Q4	$2.04M	Buy	27,942 +21,823	+357%	+$1.72M	0.2%	125
2022 Q3	$510K	Buy	6,119 +59	+1%	+$5.08K	0.05%	263
2022 Q2	$483K	Sell	6,060 -312	-5%	-$30.3K	0.05%	282
2022 Q1	$662K	Sell	6,372 -10,592	-62%	-$878K	0.06%	269
2021 Q4	$1.28M	Sell	16,964 -3,452	-17%	-$242K	0.11%	194
2021 Q3	$1.32M	Sell	20,416 -881	-4%	-$53.9K	0.13%	168
2021 Q2	$1.29M	Buy	+21,297	New	+$1.26M	0.13%	162
2021 Q1	–	Sell	-14,170	Closed	-$682K	–	292
2020 Q4	$682K	Buy	+14,170	New	+$626K	0.08%	232

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

Regal Investment Advisors's NTR Position: Q4 2023 in Review

Regal Investment Advisors sold out of Nutrien (NTR) in Q4 2023, closing a stake of 41,342 shares — an estimated $2.55M sold.

Regal Investment Advisors first reported a position in NTR in Q4 2020 and held it in 11 quarters. The position peaked at $2.55M in Q3 2023. 640 funds tracked by Wall St. Rank hold NTR as of Q4 2023.

Regal Investment Advisors reported no remaining Nutrien position as of Q4 2023 after selling out during the quarter.
Regal Investment Advisors sold 41,342 Nutrien shares in Q4 2023, an estimated $2.55M.
Regal Investment Advisors first reported a position in Nutrien in Q4 2020 and held it in 11 quarters.
Regal Investment Advisors's Nutrien position peaked at $2.55M in Q3 2023.
640 funds tracked by Wall St. Rank held Nutrien as of Q4 2023.

Based on Regal Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.