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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial

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

Bank of Montreal

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

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

Fidelity Investments

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

First Eagle Investment Management

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

TD Asset Management

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