SWM
NAK

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

Sugarloaf 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
2024
Q4 		$1.02K Hold
1,750
– – ﹤0.01% 649
2024
Q3 		$580 Hold
1,750
– – ﹤0.01% 648
2024
Q2 		$543 Hold
1,750
– – ﹤0.01% 626
2024
Q1 		$557 Hold
1,750
– – ﹤0.01% 640
2023
Q4 		$566 Hold
1,750
– – ﹤0.01% 642
2023
Q3 		$569 Hold
1,750
– – ﹤0.01% 640
2023
Q2 		$420 Hold
1,750
– – ﹤0.01% 658
2023
Q1 		$418 Hold
1,750
– – ﹤0.01% 661
2022
Q4 		$386 Hold
1,750
– – ﹤0.01% 741
2022
Q3 		$1K Hold
1,750
– – ﹤0.01% 782
2022
Q2 		$0 Hold
1,750
– – ﹤0.01% 814
2022
Q1 		$1K Hold
1,750
– – ﹤0.01% 688
2021
Q4 		$1K Hold
1,750
– – ﹤0.01% 719
2021
Q3 		$1K Hold
1,750
– – ﹤0.01% 731
2021
Q2 		$1K Buy
+1,750
New +$988 ﹤0.01% 724

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
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
DIG
Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sugarloaf Wealth Management's NAK Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Northern Dynasty Minerals (NAK) position steady in Q4 2024 at 1,750 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Sugarloaf Wealth Management first reported a position in NAK in Q2 2021 and has held it in 15 quarters since. 112 funds tracked by Wall St. Rank hold NAK as of Q4 2024.

  • Sugarloaf Wealth Management held 1,750 shares of Northern Dynasty Minerals worth $1.02K as of Q4 2024.
  • Sugarloaf Wealth Management left its Northern Dynasty Minerals share count unchanged in Q4 2024.
  • Northern Dynasty Minerals made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #649 holding.
  • Sugarloaf Wealth Management first reported a position in Northern Dynasty Minerals in Q2 2021 and has held it in 15 quarters since.
  • 112 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.