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Valeo Financial Advisors’s Nutrien NTR Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-1,000
Closed -$39K – 1784
2020
Q3 		$39K Hold
1,000
– – ﹤0.01% 727
2020
Q2 		$32K Buy
+1,000
New +$34.8K ﹤0.01% 891
2020
Q1 		– Sell
-3,000
Closed -$144K – 1873
2019
Q4 		$144K Buy
+3,000
New +$145K 0.01% 388

Other funds holding NTR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Valeo Financial Advisors's NTR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Nutrien (NTR) in Q2 2021, closing a stake of 335 shares — an estimated $18K sold.

Valeo Financial Advisors first reported a position in NTR in Q2 2018 and held it in 12 quarters. The position peaked at $317K in Q2 2018. 573 funds tracked by Wall St. Rank hold NTR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Nutrien position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 335 Nutrien shares in Q2 2021, an estimated $18K.
  • Valeo Financial Advisors first reported a position in Nutrien in Q2 2018 and held it in 12 quarters.
  • Valeo Financial Advisors's Nutrien position peaked at $317K in Q2 2018.
  • 573 funds tracked by Wall St. Rank held Nutrien as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.