Cypress Wealth Services’s Northern Dynasty Minerals NAK Stock Holding History

Cypress Wealth Services’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
2021 Q2	–	Sell	-21,250	Closed	-$13K	–	299
2021 Q1	$13K	Sell	21,250 -18,750	-47%	-$12.2K	﹤0.01%	295
2020 Q4	$13K	Buy	+40,000	New	+$28.9K	﹤0.01%	288
2020 Q3	–	Sell	-82,000	Closed	-$117K	–	421
2020 Q2	$117K	Buy	+82,000	New	+$75.9K	0.03%	266

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

LSA

Leonteq Securities AG Zurich, Switzerland $2.7B AUM 31.52% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Cypress Wealth Services's NAK Position: Q2 2021 in Review

Cypress Wealth Services sold out of Northern Dynasty Minerals (NAK) in Q2 2021, closing a stake of 21,250 shares — an estimated $13K sold.

Cypress Wealth Services first reported a position in NAK in Q2 2020 and held it in 3 quarters. The position peaked at $117K in Q2 2020. 84 funds tracked by Wall St. Rank hold NAK as of Q2 2021.

Cypress Wealth Services reported no remaining Northern Dynasty Minerals position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 21,250 Northern Dynasty Minerals shares in Q2 2021, an estimated $13K.
Cypress Wealth Services first reported a position in Northern Dynasty Minerals in Q2 2020 and held it in 3 quarters.
Cypress Wealth Services's Northern Dynasty Minerals position peaked at $117K in Q2 2020.
84 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.