TCWP’s Nutrien NTR Stock Holding History

TCWP’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 Q2	–	Sell	-2,959	Closed	-$219K	–	224
2023 Q1	$219K	Buy	+2,959	New	+$228K	0.04%	232
2022 Q4	–	Sell	-2,826	Closed	-$235K	–	286
2022 Q3	$235K	Buy	2,826 +30	+1%	+$2.58K	0.05%	240
2022 Q2	$222K	Sell	2,796 -647	-19%	-$62.8K	0.05%	241
2022 Q1	$358K	Buy	3,443 +218	+7%	+$18.1K	0.07%	197
2021 Q4	$242K	Buy	+3,225	New	+$226K	0.05%	230

Other funds holding NTR

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

TCWP's NTR Position: Q2 2023 in Review

TCWP sold out of Nutrien (NTR) in Q2 2023, closing a stake of 2,959 shares — an estimated $219K sold.

TCWP first reported a position in NTR in Q4 2021 and held it in 5 quarters. The position peaked at $358K in Q1 2022. 640 funds tracked by Wall St. Rank hold NTR as of Q2 2023.

TCWP reported no remaining Nutrien position as of Q2 2023 after selling out during the quarter.
TCWP sold 2,959 Nutrien shares in Q2 2023, an estimated $219K.
TCWP first reported a position in Nutrien in Q4 2021 and held it in 5 quarters.
TCWP's Nutrien position peaked at $358K in Q1 2022.
640 funds tracked by Wall St. Rank held Nutrien as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.