AWM
NWLI

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

Avior Wealth Management’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
Q2 		– Sell
-1
Closed -$491 – 3886
2024
Q1 		$491 Buy
+1
New +$485 ﹤0.01% 2573

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's NWLI Position: Q2 2024 in Review

Avior Wealth Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2024, closing a stake of 1 share — an estimated $491 sold.

Avior Wealth Management first reported a position in NWLI in Q1 2024 and held it in 1 quarter. The position peaked at $491 in Q1 2024. 153 funds tracked by Wall St. Rank hold NWLI as of Q2 2024.

  • Avior Wealth Management reported no remaining National Western Life Group, Inc. Class A position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 National Western Life Group, Inc. Class A share in Q2 2024, an estimated $491.
  • Avior Wealth Management first reported a position in National Western Life Group, Inc. Class A in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's National Western Life Group, Inc. Class A position peaked at $491 in Q1 2024.
  • 153 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.