USCWA
NAK

U.S. Capital Wealth Advisors’s Northern Dynasty Minerals NAK Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		– Sell
-1,700
Closed -$375 – 1194
2022
Q4 		$375 Buy
+1,700
New +$411 ﹤0.01% 1578

Other funds holding NAK

KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CC
Cadinha & Co Honolulu, Hawaii $537M AUM 33.07% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

U.S. Capital Wealth Advisors's NAK Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Northern Dynasty Minerals (NAK) in Q1 2023, closing a stake of 1,700 shares — an estimated $375 sold.

U.S. Capital Wealth Advisors first reported a position in NAK in Q4 2022 and held it in 1 quarter. The position peaked at $375 in Q4 2022. 88 funds tracked by Wall St. Rank hold NAK as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Northern Dynasty Minerals position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,700 Northern Dynasty Minerals shares in Q1 2023, an estimated $375.
  • U.S. Capital Wealth Advisors first reported a position in Northern Dynasty Minerals in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Northern Dynasty Minerals position peaked at $375 in Q4 2022.
  • 88 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.