CWA
NAK

Carolina Wealth Advisors’s Northern Dynasty Minerals NAK Stock Holding History

Carolina Wealth Advisors’s Portfolio NAK Stock Details NAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-179
Closed – – 293
2021
Q4 		$0 Hold
179
– – ﹤0.01% 286
2021
Q3 		$0 Hold
179
– – ﹤0.01% 286
2021
Q2 		$0 Hold
179
– – ﹤0.01% 305
2021
Q1 		$0 Buy
+179
New +$117 ﹤0.01% 326

Other funds holding NAK

KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
CC
Cadinha & Co Honolulu, Hawaii $537M AUM 33.07% 1-Year Est. Return

Carolina Wealth Advisors's NAK Position: Q1 2022 in Review

Carolina Wealth Advisors sold out of Northern Dynasty Minerals (NAK) in Q1 2022, closing a stake of 179 shares.

Carolina Wealth Advisors first reported a position in NAK in Q1 2021 and held it in 4 quarters. The position peaked at $0 in Q4 2021. 89 funds tracked by Wall St. Rank hold NAK as of Q1 2022.

  • Carolina Wealth Advisors reported no remaining Northern Dynasty Minerals position as of Q1 2022 after selling out during the quarter.
  • Carolina Wealth Advisors sold 179 Northern Dynasty Minerals shares in Q1 2022.
  • Carolina Wealth Advisors first reported a position in Northern Dynasty Minerals in Q1 2021 and held it in 4 quarters.
  • Carolina Wealth Advisors's Northern Dynasty Minerals position peaked at $0 in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q1 2022.

Based on Carolina Wealth Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.