Stone Summit Wealth’s Nutrien NTR Stock Holding History

Stone Summit 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
2024 Q1	–	Sell	-14,620	Closed	-$824K	–	142
2023 Q4	$824K	Sell	14,620 -6,125	-30%	-$346K	0.32%	77
2023 Q3	$1.28M	Buy	20,745 +925	+5%	+$58.5K	0.55%	63
2023 Q2	$1.17M	Buy	19,820 +535	+3%	+$34.1K	0.48%	63
2023 Q1	$1.42M	Buy	19,285 +2,125	+12%	+$164K	0.63%	57
2022 Q4	$1.25M	Buy	17,160 +2,205	+15%	+$174K	0.61%	56
2022 Q3	$1.25M	Sell	14,955 -665	-4%	-$57.2K	0.77%	49
2022 Q2	$1.25M	Sell	15,620 -825	-5%	-$80.1K	0.74%	50
2022 Q1	$1.71M	Sell	16,445 -4,345	-21%	-$360K	0.96%	34
2021 Q4	$1.58M	Buy	+20,790	New	+$1.46M	1.28%	31

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Stone Summit Wealth's NTR Position: Q1 2024 in Review

Stone Summit Wealth sold out of Nutrien (NTR) in Q1 2024, closing a stake of 14,620 shares — an estimated $824K sold.

Stone Summit Wealth first reported a position in NTR in Q4 2021 and held it in 9 quarters. The position peaked at $1.71M in Q1 2022. 629 funds tracked by Wall St. Rank hold NTR as of Q1 2024.

Stone Summit Wealth reported no remaining Nutrien position as of Q1 2024 after selling out during the quarter.
Stone Summit Wealth sold 14,620 Nutrien shares in Q1 2024, an estimated $824K.
Stone Summit Wealth first reported a position in Nutrien in Q4 2021 and held it in 9 quarters.
Stone Summit Wealth's Nutrien position peaked at $1.71M in Q1 2022.
629 funds tracked by Wall St. Rank held Nutrien as of Q1 2024.

Based on Stone Summit Wealth's 13F filing for Q1 2024, filed 1 May 2024.