AF
NWLI

Allworth Financial’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Allworth Financial’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
-2
Closed -$967 – 3698
2023
Q4 		$967 Hold
2
– – ﹤0.01% 2955
2023
Q3 		$875 Buy
+2
New +$879 ﹤0.01% 2890
2020
Q3 		– Sell
-66
Closed -$13K – 1287
2020
Q2 		$13K Buy
+66
New +$12.6K ﹤0.01% 675

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Allworth Financial's NWLI Position: Q1 2024 in Review

Allworth Financial sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2024, closing a stake of 2 shares — an estimated $967 sold.

Allworth Financial first reported a position in NWLI in Q2 2020 and held it in 3 quarters. The position peaked at $13K in Q2 2020. 155 funds tracked by Wall St. Rank hold NWLI as of Q1 2024.

  • Allworth Financial reported no remaining National Western Life Group, Inc. Class A position as of Q1 2024 after selling out during the quarter.
  • Allworth Financial sold 2 National Western Life Group, Inc. Class A shares in Q1 2024, an estimated $967.
  • Allworth Financial first reported a position in National Western Life Group, Inc. Class A in Q2 2020 and held it in 3 quarters.
  • Allworth Financial's National Western Life Group, Inc. Class A position peaked at $13K in Q2 2020.
  • 155 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.