Crewe Advisors’s Northern Dynasty Minerals NAK Stock Holding History

Crewe 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
2023 Q3	–	Sell	-152,003	Closed	-$36.5K	–	807
2023 Q2	$36.5K	Sell	152,003 -14,754	-9%	-$3.36K	0.01%	298
2023 Q1	$39.8K	Hold	166,757	–	–	0.01%	334
2022 Q4	$36.8K	Hold	166,757	–	–	0.01%	341
2022 Q3	$41K	Buy	+166,757	New	+$47.4K	0.01%	338

Other funds holding NAK

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $537M AUM 33.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LCM

LCM Capital Management Chicago, Illinois $199M AUM 27.78% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Crewe Advisors's NAK Position: Q3 2023 in Review

Crewe Advisors sold out of Northern Dynasty Minerals (NAK) in Q3 2023, closing a stake of 152,003 shares — an estimated $36.5K sold.

Crewe Advisors first reported a position in NAK in Q3 2022 and held it in 4 quarters. The position peaked at $41K in Q3 2022. 94 funds tracked by Wall St. Rank hold NAK as of Q3 2023.

Crewe Advisors reported no remaining Northern Dynasty Minerals position as of Q3 2023 after selling out during the quarter.
Crewe Advisors sold 152,003 Northern Dynasty Minerals shares in Q3 2023, an estimated $36.5K.
Crewe Advisors first reported a position in Northern Dynasty Minerals in Q3 2022 and held it in 4 quarters.
Crewe Advisors's Northern Dynasty Minerals position peaked at $41K in Q3 2022.
94 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.