OneAscent Wealth Management’s Northern Dynasty Minerals NAK Stock Holding History

OneAscent Wealth Management’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 Q1	$6K	Hold	10,000	–	–	﹤0.01%	221
2020 Q4	$3K	Buy	+10,000	New	+$7.23K	﹤0.01%	205

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

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

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

SKK

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

OneAscent Wealth Management's NAK Position: Q1 2021 in Review

OneAscent Wealth Management held its Northern Dynasty Minerals (NAK) position steady in Q1 2021 at 10,000 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

OneAscent Wealth Management first reported a position in NAK in Q4 2020 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold NAK as of Q1 2021.

OneAscent Wealth Management held 10,000 shares of Northern Dynasty Minerals worth $6K as of Q1 2021.
OneAscent Wealth Management left its Northern Dynasty Minerals share count unchanged in Q1 2021.
Northern Dynasty Minerals made up ﹤0.01% of OneAscent Wealth Management's portfolio in Q1 2021, its #221 holding.
OneAscent Wealth Management first reported a position in Northern Dynasty Minerals in Q4 2020 and has held it in 2 quarters since.
84 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.