Wambolt & Associates’s Nutrien NTR Stock Holding History

Wambolt & Associates’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	–	Sell	-4,247	Closed	-$213K	–	204
2024 Q2	$213K	Sell	4,247 -2,129	-33%	-$117K	0.06%	192
2024 Q1	$350K	Sell	6,376 -6,702	-51%	-$349K	0.1%	171
2023 Q4	$737K	Sell	13,078 -3,722	-22%	-$210K	0.24%	126
2023 Q3	$1.01M	Buy	16,800 +2,396	+17%	+$152K	0.37%	95
2023 Q2	$851K	Buy	14,404 +1,210	+9%	+$77K	0.3%	117
2023 Q1	$978K	Buy	+13,194	New	+$1.02M	0.35%	102

Other funds holding NTR

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

SII

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Wambolt & Associates's NTR Position: Q3 2024 in Review

Wambolt & Associates sold out of Nutrien (NTR) in Q3 2024, closing a stake of 4,247 shares — an estimated $213K sold.

Wambolt & Associates first reported a position in NTR in Q1 2023 and held it in 6 quarters. The position peaked at $1.01M in Q3 2023. 600 funds tracked by Wall St. Rank hold NTR as of Q3 2024.

Wambolt & Associates reported no remaining Nutrien position as of Q3 2024 after selling out during the quarter.
Wambolt & Associates sold 4,247 Nutrien shares in Q3 2024, an estimated $213K.
Wambolt & Associates first reported a position in Nutrien in Q1 2023 and held it in 6 quarters.
Wambolt & Associates's Nutrien position peaked at $1.01M in Q3 2023.
600 funds tracked by Wall St. Rank held Nutrien as of Q3 2024.

Based on Wambolt & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.