Private Wealth Management Group’s Northern Dynasty Minerals NAK Stock Holding History

Private Wealth Management Group’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
2025 Q1	–	Sell	-1,500	Closed	-$873	–	1554
2024 Q4	$873	Hold	1,500	–	–	﹤0.01%	1332
2024 Q3	$498	Hold	1,500	–	–	﹤0.01%	1425
2024 Q2	$466	Hold	1,500	–	–	﹤0.01%	1459
2024 Q1	$477	Buy	+1,500	New	+$414	﹤0.01%	1456

Other funds holding NAK

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Private Wealth Management Group's NAK Position: Q1 2025 in Review

Private Wealth Management Group sold out of Northern Dynasty Minerals (NAK) in Q1 2025, closing a stake of 1,500 shares — an estimated $873 sold.

Private Wealth Management Group first reported a position in NAK in Q1 2024 and held it in 4 quarters. The position peaked at $873 in Q4 2024. 139 funds tracked by Wall St. Rank hold NAK as of Q1 2025.

Private Wealth Management Group reported no remaining Northern Dynasty Minerals position as of Q1 2025 after selling out during the quarter.
Private Wealth Management Group sold 1,500 Northern Dynasty Minerals shares in Q1 2025, an estimated $873.
Private Wealth Management Group first reported a position in Northern Dynasty Minerals in Q1 2024 and held it in 4 quarters.
Private Wealth Management Group's Northern Dynasty Minerals position peaked at $873 in Q4 2024.
139 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.