AF
NATI

Allworth Financial’s National Instruments Corp NATI Stock Holding History

Allworth Financial’s Portfolio NATI Stock Details NATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-463
Closed -$27.6K – 3689
2023
Q3 		$27.6K Buy
463
+26
+6% +$1.53K ﹤0.01% 1346
2023
Q2 		$25.1K Hold
437
– – ﹤0.01% 1407
2023
Q1 		$22.9K Buy
437
+2
+0.5% +$100 ﹤0.01% 1379
2022
Q4 		$16.1K Sell
435
-31
-7% -$1.21K ﹤0.01% 1479
2022
Q3 		$18K Buy
466
+42
+10% +$1.59K ﹤0.01% 1354
2022
Q2 		$13K Buy
+424
New +$15K ﹤0.01% 1474
2021
Q1 		– Sell
-184
Closed -$8K – 1644
2020
Q4 		$8K Hold
184
– – ﹤0.01% 902
2020
Q3 		$7K Hold
184
– – ﹤0.01% 795
2020
Q2 		$7K Hold
184
– – ﹤0.01% 812
2020
Q1 		$6K Buy
+184
New +$7.35K ﹤0.01% 851

Other funds holding NATI

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's NATI Position: Q4 2023 in Review

Allworth Financial sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 463 shares — an estimated $27.6K sold.

Allworth Financial first reported a position in NATI in Q1 2020 and held it in 10 quarters. The position peaked at $27.6K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • Allworth Financial reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • Allworth Financial sold 463 National Instruments Corp shares in Q4 2023, an estimated $27.6K.
  • Allworth Financial first reported a position in National Instruments Corp in Q1 2020 and held it in 10 quarters.
  • Allworth Financial's National Instruments Corp position peaked at $27.6K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.