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WealthPLAN Partners’s Nutrien NTR Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-20
Closed -$1.18K – 851
2023
Q2 		$1.18K Sell
20
-100
-83% -$6.37K ﹤0.01% 1128
2023
Q1 		$8.86K Buy
+120
New +$9.26K ﹤0.01% 889

Other funds holding NTR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

WealthPLAN Partners's NTR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Nutrien (NTR) in Q3 2023, closing a stake of 20 shares — an estimated $1.18K sold.

WealthPLAN Partners first reported a position in NTR in Q1 2023 and held it in 2 quarters. The position peaked at $8.86K in Q1 2023. 639 funds tracked by Wall St. Rank hold NTR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Nutrien position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 20 Nutrien shares in Q3 2023, an estimated $1.18K.
  • WealthPLAN Partners first reported a position in Nutrien in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Nutrien position peaked at $8.86K in Q1 2023.
  • 639 funds tracked by Wall St. Rank held Nutrien as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.