Independent Advisor Alliance’s Northern Dynasty Minerals NAK Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-14,400	Closed	-$6K	–	673
2022 Q1	$6K	Buy	+14,400	New	+$5.1K	﹤0.01%	661
2018 Q4	–	Sell	-20,000	Closed	-$11K	–	445
2018 Q3	$11K	Hold	20,000	–	–	﹤0.01%	374
2018 Q2	$11K	Hold	20,000	–	–	﹤0.01%	349
2018 Q1	$18K	Hold	20,000	–	–	﹤0.01%	341
2017 Q4	$36K	Hold	20,000	–	–	0.01%	319
2017 Q3	$39K	Hold	20,000	–	–	0.01%	260
2017 Q2	$27K	Hold	20,000	–	–	0.01%	243
2017 Q1	$25K	Buy	20,000 +5,000	+33%	+$10.3K	﹤0.01%	398
2016 Q4	$39K	Buy	+15,000	New	+$17.4K	0.02%	181

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 $299B AUM 28.69% 1-Year Est. Return

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

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

VFA

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

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

SKK

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Independent Advisor Alliance's NAK Position: Q2 2022 in Review

Independent Advisor Alliance sold out of Northern Dynasty Minerals (NAK) in Q2 2022, closing a stake of 14,400 shares — an estimated $6K sold.

Independent Advisor Alliance first reported a position in NAK in Q4 2016 and held it in 9 quarters. The position peaked at $39K in Q3 2017. 84 funds tracked by Wall St. Rank hold NAK as of Q2 2022.

Independent Advisor Alliance reported no remaining Northern Dynasty Minerals position as of Q2 2022 after selling out during the quarter.
Independent Advisor Alliance sold 14,400 Northern Dynasty Minerals shares in Q2 2022, an estimated $6K.
Independent Advisor Alliance first reported a position in Northern Dynasty Minerals in Q4 2016 and held it in 9 quarters.
Independent Advisor Alliance's Northern Dynasty Minerals position peaked at $39K in Q3 2017.
84 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.