WAM
NAK

Wealthspire Advisors (Maryland)’s Northern Dynasty Minerals NAK Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q2 		– Sell
-10,000
Closed -$4K – 465
2020
Q1 		$4K Hold
10,000
– – ﹤0.01% 432
2019
Q4 		$4K Hold
10,000
– – ﹤0.01% 498
2019
Q3 		$6K Hold
10,000
– – ﹤0.01% 466
2019
Q2 		$6K Buy
+10,000
New +$5.19K ﹤0.01% 459

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Cadinha & Co Honolulu, Hawaii $675M AUM 30.64% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NAK Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of Northern Dynasty Minerals (NAK) in Q2 2020, closing a stake of 10,000 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in NAK in Q2 2019 and held it in 4 quarters. The position peaked at $6K in Q3 2019. 85 funds tracked by Wall St. Rank hold NAK as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Northern Dynasty Minerals position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 10,000 Northern Dynasty Minerals shares in Q2 2020, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Northern Dynasty Minerals in Q2 2019 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Northern Dynasty Minerals position peaked at $6K in Q3 2019.
  • 85 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.