Advisory Services Network’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Advisory Services Network’s Portfolio NWLI Stock Details NWLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5	Closed	-$2.42K	–	3842
2023 Q4	$2.42K	Buy	+5	New	+$2.38K	﹤0.01%	3351
2023 Q2	–	Sell	-5	Closed	-$1.21K	–	3844
2023 Q1	$1.21K	Hold	5	–	–	﹤0.01%	3572
2022 Q4	$1.41K	Buy	+5	New	+$1.07K	﹤0.01%	3532
2021 Q3	–	Sell	-5	Closed	-$1K	–	3383
2021 Q2	$1K	Buy	+5	New	+$1.19K	﹤0.01%	3539
2021 Q1	–	Sell	-5	Closed	-$1K	–	3077
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	3220
2020 Q3	$1K	Buy	+5	New	+$1.03K	﹤0.01%	3459
2020 Q2	–	Sell	-5	Closed	-$1K	–	2865
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	2967
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	3031
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	2766
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	2764
2019 Q1	$1K	Buy	+5	New	+$1.47K	﹤0.01%	2481

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Advisory Services Network's NWLI Position: Q1 2024 in Review

Advisory Services Network sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2024, closing a stake of 5 shares — an estimated $2.42K sold.

Advisory Services Network first reported a position in NWLI in Q1 2019 and held it in 11 quarters. The position peaked at $2.42K in Q4 2023. 155 funds tracked by Wall St. Rank hold NWLI as of Q1 2024.

Advisory Services Network reported no remaining National Western Life Group, Inc. Class A position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 5 National Western Life Group, Inc. Class A shares in Q1 2024, an estimated $2.42K.
Advisory Services Network first reported a position in National Western Life Group, Inc. Class A in Q1 2019 and held it in 11 quarters.
Advisory Services Network's National Western Life Group, Inc. Class A position peaked at $2.42K in Q4 2023.
155 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.