Sound View Wealth Advisors Group’s Nutrien NTR Stock Holding History

Sound View Wealth Advisors Group’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 Q3	–	Sell	-12,914	Closed	-$763K	–	376
2023 Q2	$763K	Buy	12,914 +2,440	+23%	+$155K	0.1%	176
2023 Q1	$774K	Buy	+10,474	New	+$808K	0.11%	173
2022 Q4	–	Sell	-2,964	Closed	-$247K	–	392
2022 Q3	$247K	Buy	2,964 +363	+14%	+$31.2K	0.06%	235
2022 Q2	$207K	Sell	2,601 -3,923	-60%	-$381K	0.04%	271
2022 Q1	$678K	Buy	+6,524	New	+$541K	0.13%	147

Other funds holding NTR

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Sound View Wealth Advisors Group's NTR Position: Q3 2023 in Review

Sound View Wealth Advisors Group sold out of Nutrien (NTR) in Q3 2023, closing a stake of 12,914 shares — an estimated $763K sold.

Sound View Wealth Advisors Group first reported a position in NTR in Q1 2022 and held it in 5 quarters. The position peaked at $774K in Q1 2023. 639 funds tracked by Wall St. Rank hold NTR as of Q3 2023.

Sound View Wealth Advisors Group reported no remaining Nutrien position as of Q3 2023 after selling out during the quarter.
Sound View Wealth Advisors Group sold 12,914 Nutrien shares in Q3 2023, an estimated $763K.
Sound View Wealth Advisors Group first reported a position in Nutrien in Q1 2022 and held it in 5 quarters.
Sound View Wealth Advisors Group's Nutrien position peaked at $774K in Q1 2023.
639 funds tracked by Wall St. Rank held Nutrien as of Q3 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2023, filed 7 Nov 2023.