Vanguard Personalized Indexing Management’s Northern Dynasty Minerals NAK Stock Holding History

Vanguard Personalized Indexing 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
2022 Q3	–	Sell	-12,114	Closed	-$3K	–	1276
2022 Q2	$3K	Sell	12,114 -3,784	-24%	-$1.24K	﹤0.01%	1260
2022 Q1	$7K	Sell	15,898 -3,671	-19%	-$1.3K	﹤0.01%	1208
2021 Q4	$6K	Sell	19,569 -1,645	-8%	-$658	﹤0.01%	1056
2021 Q3	$10K	Buy	+21,214	New	+$9.32K	﹤0.01%	975

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 $93.1B AUM 28.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Vanguard Personalized Indexing Management's NAK Position: Q3 2022 in Review

Vanguard Personalized Indexing Management sold out of Northern Dynasty Minerals (NAK) in Q3 2022, closing a stake of 12,114 shares — an estimated $3K sold.

Vanguard Personalized Indexing Management first reported a position in NAK in Q3 2021 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 82 funds tracked by Wall St. Rank hold NAK as of Q3 2022.

Vanguard Personalized Indexing Management reported no remaining Northern Dynasty Minerals position as of Q3 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 12,114 Northern Dynasty Minerals shares in Q3 2022, an estimated $3K.
Vanguard Personalized Indexing Management first reported a position in Northern Dynasty Minerals in Q3 2021 and held it in 4 quarters.
Vanguard Personalized Indexing Management's Northern Dynasty Minerals position peaked at $10K in Q3 2021.
82 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q3 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2022, filed 14 Nov 2022.