Patriot Financial Group Insurance Agency’s Northern Dynasty Minerals NAK Stock Holding History

Patriot Financial Group Insurance Agency’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
2023 Q4	–	Sell	-30,950	Closed	-$10.1K	–	490
2023 Q3	$10.1K	Hold	30,950	–	–	﹤0.01%	458
2023 Q2	$7.43K	Hold	30,950	–	–	﹤0.01%	467
2023 Q1	$7.39K	Buy	+30,950	New	+$7.13K	﹤0.01%	460
2022 Q3	–	Sell	-950	Closed	–	–	1378
2022 Q2	$0	Hold	950	–	–	﹤0.01%	2123
2022 Q1	$0	Buy	+950	New	+$336	﹤0.01%	2178

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 $114B AUM 41.71% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

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

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

Cadinha & Co Honolulu, Hawaii $675M AUM 30.64% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NAK Position: Q4 2023 in Review

Patriot Financial Group Insurance Agency sold out of Northern Dynasty Minerals (NAK) in Q4 2023, closing a stake of 30,950 shares — an estimated $10.1K sold.

Patriot Financial Group Insurance Agency first reported a position in NAK in Q1 2022 and held it in 5 quarters. The position peaked at $10.1K in Q3 2023. 90 funds tracked by Wall St. Rank hold NAK as of Q4 2023.

Patriot Financial Group Insurance Agency reported no remaining Northern Dynasty Minerals position as of Q4 2023 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 30,950 Northern Dynasty Minerals shares in Q4 2023, an estimated $10.1K.
Patriot Financial Group Insurance Agency first reported a position in Northern Dynasty Minerals in Q1 2022 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Northern Dynasty Minerals position peaked at $10.1K in Q3 2023.
90 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q4 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2023, filed 19 Jan 2024.