Summit Wealth & Retirement Planning’s Nutrien NTR Stock Holding History

Summit Wealth & Retirement Planning’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
2022 Q2	–	Sell	-5,540	Closed	-$576K	–	119
2022 Q1	$576K	Sell	5,540 -32	-0.6%	-$2.65K	0.2%	64
2021 Q4	$419K	Sell	5,572 -149	-3%	-$10.4K	0.14%	69
2021 Q3	$371K	Sell	5,721 -1,338	-19%	-$81.8K	0.14%	69
2021 Q2	$428K	Buy	+7,059	New	+$418K	0.16%	63

Other funds holding NTR

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Summit Wealth & Retirement Planning's NTR Position: Q2 2022 in Review

Summit Wealth & Retirement Planning sold out of Nutrien (NTR) in Q2 2022, closing a stake of 5,540 shares — an estimated $576K sold.

Summit Wealth & Retirement Planning first reported a position in NTR in Q2 2021 and held it in 4 quarters. The position peaked at $576K in Q1 2022. 740 funds tracked by Wall St. Rank hold NTR as of Q2 2022.

Summit Wealth & Retirement Planning reported no remaining Nutrien position as of Q2 2022 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 5,540 Nutrien shares in Q2 2022, an estimated $576K.
Summit Wealth & Retirement Planning first reported a position in Nutrien in Q2 2021 and held it in 4 quarters.
Summit Wealth & Retirement Planning's Nutrien position peaked at $576K in Q1 2022.
740 funds tracked by Wall St. Rank held Nutrien as of Q2 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2022, filed 2 Aug 2022.