KFS
NAK

Kelly Financial Services’s Northern Dynasty Minerals NAK Stock Holding History

Kelly Financial 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
2022
Q3 		– Sell
-1,000
Closed -$261 – 712
2022
Q2 		$261 Hold
1,000
– – ﹤0.01% 635
2022
Q1 		$415 Hold
1,000
– – ﹤0.01% 622
2021
Q4 		$326 Buy
+1,000
New +$400 ﹤0.01% 642

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
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
CC
Cadinha & Co Honolulu, Hawaii $537M AUM 33.07% 1-Year Est. Return
LCM
LCM Capital Management Chicago, Illinois $199M AUM 27.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Kelly Financial Services's NAK Position: Q3 2022 in Review

Kelly Financial Services sold out of Northern Dynasty Minerals (NAK) in Q3 2022, closing a stake of 1,000 shares — an estimated $261 sold.

Kelly Financial Services first reported a position in NAK in Q4 2021 and held it in 3 quarters. The position peaked at $415 in Q1 2022. 82 funds tracked by Wall St. Rank hold NAK as of Q3 2022.

  • Kelly Financial Services reported no remaining Northern Dynasty Minerals position as of Q3 2022 after selling out during the quarter.
  • Kelly Financial Services sold 1,000 Northern Dynasty Minerals shares in Q3 2022, an estimated $261.
  • Kelly Financial Services first reported a position in Northern Dynasty Minerals in Q4 2021 and held it in 3 quarters.
  • Kelly Financial Services's Northern Dynasty Minerals position peaked at $415 in Q1 2022.
  • 82 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q3 2022.

Based on Kelly Financial Services's 13F filing for Q3 2022, filed 17 Jul 2024.