Avantax Advisory Services’s National Instruments Corp NATI Stock Holding History

Avantax Advisory Services’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	-3,411	Closed	-$203K	–	1695
2023 Q3	$203K	Sell	3,411 -1,928	-36%	-$113K	﹤0.01%	1427
2023 Q2	$306K	Sell	5,339 -476	-8%	-$27.3K	﹤0.01%	1174
2023 Q1	$305K	Buy	5,815 +218	+4%	+$10.9K	﹤0.01%	1143
2022 Q4	$207K	Hold	5,597	–	–	﹤0.01%	1295
2022 Q3	$211K	Buy	+5,597	New	+$212K	﹤0.01%	1193

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avantax Advisory Services's NATI Position: Q4 2023 in Review

Avantax Advisory Services sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 3,411 shares — an estimated $203K sold.

Avantax Advisory Services first reported a position in NATI in Q3 2022 and held it in 5 quarters. The position peaked at $306K in Q2 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

Avantax Advisory Services reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 3,411 National Instruments Corp shares in Q4 2023, an estimated $203K.
Avantax Advisory Services first reported a position in National Instruments Corp in Q3 2022 and held it in 5 quarters.
Avantax Advisory Services's National Instruments Corp position peaked at $306K in Q2 2023.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.