AWE
NWLI

Avidian Wealth Enterprises’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Avidian Wealth Enterprises’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
2022
Q1 		– Sell
-1,065
Closed -$228K – 593
2021
Q4 		$228K Buy
+1,065
New +$232K 0.01% 465

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Avidian Wealth Enterprises's NWLI Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2022, closing a stake of 1,065 shares — an estimated $228K sold.

Avidian Wealth Enterprises first reported a position in NWLI in Q4 2021 and held it in 1 quarter. The position peaked at $228K in Q4 2021. 102 funds tracked by Wall St. Rank hold NWLI as of Q1 2022.

  • Avidian Wealth Enterprises reported no remaining National Western Life Group, Inc. Class A position as of Q1 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,065 National Western Life Group, Inc. Class A shares in Q1 2022, an estimated $228K.
  • Avidian Wealth Enterprises first reported a position in National Western Life Group, Inc. Class A in Q4 2021 and held it in 1 quarter.
  • Avidian Wealth Enterprises's National Western Life Group, Inc. Class A position peaked at $228K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.