AW
NATI

Avion Wealth’s National Instruments Corp NATI Stock Holding History

Avion Wealth’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
-20
Closed -$1K – 1405
2023
Q3 		$1K Buy
20
+8
+67% +$470 ﹤0.01% 767
2023
Q2 		$0 Hold
12
– – ﹤0.01% 1096
2023
Q1 		$0 Buy
+12
New +$602 ﹤0.01% 821

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

Avion Wealth's NATI Position: Q4 2023 in Review

Avion Wealth sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 20 shares — an estimated $1K sold.

Avion Wealth first reported a position in NATI in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • Avion Wealth reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • Avion Wealth sold 20 National Instruments Corp shares in Q4 2023, an estimated $1K.
  • Avion Wealth first reported a position in National Instruments Corp in Q1 2023 and held it in 3 quarters.
  • Avion Wealth's National Instruments Corp position peaked at $1K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.