Axa
NWLI

Axa’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Axa’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
2021
Q1 		– Sell
-2,500
Closed -$516K – 1359
2020
Q4 		$516K Hold
2,500
– – ﹤0.01% 1058
2020
Q3 		$457K Hold
2,500
– – ﹤0.01% 1049
2020
Q2 		$508K Buy
+2,500
New +$477K ﹤0.01% 1055
2018
Q1 		– Sell
-2,800
Closed -$927K – 1431
2017
Q4 		$927K Buy
2,800
+100
+4% +$34.9K ﹤0.01% 1026
2017
Q3 		$942K Buy
2,700
+1,300
+93% +$436K ﹤0.01% 969
2017
Q2 		$447K Buy
+1,400
New +$437K ﹤0.01% 1075

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Axa's NWLI Position: Q1 2021 in Review

Axa sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2021, closing a stake of 2,500 shares — an estimated $516K sold.

Axa first reported a position in NWLI in Q2 2017 and held it in 6 quarters. The position peaked at $942K in Q3 2017. 94 funds tracked by Wall St. Rank hold NWLI as of Q1 2021.

  • Axa reported no remaining National Western Life Group, Inc. Class A position as of Q1 2021 after selling out during the quarter.
  • Axa sold 2,500 National Western Life Group, Inc. Class A shares in Q1 2021, an estimated $516K.
  • Axa first reported a position in National Western Life Group, Inc. Class A in Q2 2017 and held it in 6 quarters.
  • Axa's National Western Life Group, Inc. Class A position peaked at $942K in Q3 2017.
  • 94 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2021.

Based on Axa's 13F filing for Q1 2021, filed 14 May 2021.