AWA
NATI

Arkadios Wealth Advisors’s National Instruments Corp NATI Stock Holding History

Arkadios Wealth Advisors’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
2021
Q2 		– Sell
-275
Closed -$11K – 2062
2021
Q1 		$11K Hold
275
– – ﹤0.01% 1177
2020
Q4 		$12K Sell
275
-13
-5% -$485 ﹤0.01% 917
2020
Q3 		$10.5K Sell
288
-6
-2% -$218 0.01% 740
2020
Q2 		$10.9K Sell
294
-80
-21% -$3.02K 0.01% 664
2020
Q1 		$12.4K Sell
374
-12
-3% -$480 0.01% 591
2019
Q4 		$17.5K Buy
+386
New +$16.1K 0.01% 483

Other funds holding NATI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's NATI Position: Q2 2021 in Review

Arkadios Wealth Advisors sold out of National Instruments Corp (NATI) in Q2 2021, closing a stake of 275 shares — an estimated $11K sold.

Arkadios Wealth Advisors first reported a position in NATI in Q4 2019 and held it in 6 quarters. The position peaked at $17.5K in Q4 2019. 298 funds tracked by Wall St. Rank hold NATI as of Q2 2021.

  • Arkadios Wealth Advisors reported no remaining National Instruments Corp position as of Q2 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 275 National Instruments Corp shares in Q2 2021, an estimated $11K.
  • Arkadios Wealth Advisors first reported a position in National Instruments Corp in Q4 2019 and held it in 6 quarters.
  • Arkadios Wealth Advisors's National Instruments Corp position peaked at $17.5K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held National Instruments Corp as of Q2 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.