SF
NAK

Safeguard Financial’s Northern Dynasty Minerals NAK Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-3,500
Closed -$1K – 378
2023
Q2 		$1K Buy
+3,500
New +$797 ﹤0.01% 557

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CC
Cadinha & Co Honolulu, Hawaii $537M AUM 33.07% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Safeguard Financial's NAK Position: Q3 2023 in Review

Safeguard Financial sold out of Northern Dynasty Minerals (NAK) in Q3 2023, closing a stake of 3,500 shares — an estimated $1K sold.

Safeguard Financial first reported a position in NAK in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 94 funds tracked by Wall St. Rank hold NAK as of Q3 2023.

  • Safeguard Financial reported no remaining Northern Dynasty Minerals position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 3,500 Northern Dynasty Minerals shares in Q3 2023, an estimated $1K.
  • Safeguard Financial first reported a position in Northern Dynasty Minerals in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Northern Dynasty Minerals position peaked at $1K in Q2 2023.
  • 94 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.