Baystate Wealth Management’s National Instruments Corp NATI Stock Holding History

Baystate Wealth Management’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	-12	Closed	-$737	–	1352
2023 Q3	$737	Hold	12	–	–	﹤0.01%	913
2023 Q2	$708	Hold	12	–	–	﹤0.01%	957
2023 Q1	$645	Hold	12	–	–	﹤0.01%	959
2022 Q4	$0	Hold	12	–	–	﹤0.01%	999
2022 Q3	$0	Hold	12	–	–	﹤0.01%	959
2022 Q2	$0	Hold	12	–	–	﹤0.01%	964
2022 Q1	$0	Hold	12	–	–	﹤0.01%	955
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	864
2021 Q3	$0	Hold	12	–	–	﹤0.01%	907
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	787
2021 Q1	$1K	Buy	+12	New	+$527	﹤0.01%	714

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

Baystate Wealth Management's NATI Position: Q4 2023 in Review

Baystate Wealth Management sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 12 shares — an estimated $737 sold.

Baystate Wealth Management first reported a position in NATI in Q1 2021 and held it in 11 quarters. The position peaked at $1K in Q4 2021. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

Baystate Wealth Management reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
Baystate Wealth Management sold 12 National Instruments Corp shares in Q4 2023, an estimated $737.
Baystate Wealth Management first reported a position in National Instruments Corp in Q1 2021 and held it in 11 quarters.
Baystate Wealth Management's National Instruments Corp position peaked at $1K in Q4 2021.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.