EWA
NAK

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

EverSource 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
2024
Q4 		– Sell
-2,000
Closed -$663 – 3789
2024
Q3 		$663 Buy
+2,000
New +$702 ﹤0.01% 2807

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
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
DIG
Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CC
Cadinha & Co Honolulu, Hawaii $537M AUM 33.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EverSource Wealth Advisors's NAK Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Northern Dynasty Minerals (NAK) in Q4 2024, closing a stake of 2,000 shares — an estimated $663 sold.

EverSource Wealth Advisors first reported a position in NAK in Q3 2024 and held it in 1 quarter. The position peaked at $663 in Q3 2024. 112 funds tracked by Wall St. Rank hold NAK as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Northern Dynasty Minerals position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,000 Northern Dynasty Minerals shares in Q4 2024, an estimated $663.
  • EverSource Wealth Advisors first reported a position in Northern Dynasty Minerals in Q3 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Northern Dynasty Minerals position peaked at $663 in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.