Sweet Financial Partners’s Nutrien NTR Stock Holding History

Sweet Financial Partners’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 Q3	$1.45M	Buy	30,263 +1,251	+4%	+$60.3K	0.32%	66
2024 Q2	$1.48M	Buy	29,012 +549	+2%	+$30.1K	0.34%	63
2024 Q1	$1.55M	Buy	28,463 +5,475	+24%	+$285K	0.36%	63
2023 Q4	$1.3M	Buy	22,988 +1,796	+8%	+$101K	0.31%	66
2023 Q3	$1.31M	Buy	21,192 +520	+3%	+$32.9K	0.35%	62
2023 Q2	$1.22M	Buy	20,672 +8,414	+69%	+$536K	0.32%	64
2023 Q1	$905K	Sell	12,258 -3,650	-23%	-$282K	0.25%	69
2022 Q4	$1.16M	Hold	15,908	–	–	0.34%	45
2022 Q3	$1.33M	Sell	15,908 -2,000	-11%	-$172K	0.42%	30
2022 Q2	$1.43M	Sell	17,908 -1,622	-8%	-$157K	0.45%	31
2022 Q1	$2.03M	Buy	19,530 +1,030	+6%	+$85.4K	0.54%	28
2021 Q4	$1.39M	Buy	+18,500	New	+$1.29M	0.58%	24

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SII

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Sweet Financial Partners's NTR Position: Q3 2024 in Review

Sweet Financial Partners increased its Nutrien (NTR) stake by 4.3% in Q3 2024, buying an estimated $60.3K and bringing the position to 30,263 shares worth $1.45M. The position accounts for 0.32% of the portfolio, ranked #66.

Sweet Financial Partners first reported a position in NTR in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.03M in Q1 2022. 601 funds tracked by Wall St. Rank hold NTR as of Q3 2024.

Sweet Financial Partners held 30,263 shares of Nutrien worth $1.45M as of Q3 2024.
Sweet Financial Partners bought 1,251 Nutrien shares in Q3 2024, an estimated $60.3K.
Nutrien made up 0.32% of Sweet Financial Partners's portfolio in Q3 2024, its #66 holding.
Sweet Financial Partners first reported a position in Nutrien in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Nutrien position peaked at $2.03M in Q1 2022.
601 funds tracked by Wall St. Rank held Nutrien as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.