Beacon Pointe Advisors’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Beacon Pointe Advisors’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 Q3	–	Sell	-1,118	Closed	-$556K	–	1334
2024 Q2	$556K	Hold	1,118	–	–	0.01%	834
2024 Q1	$550K	Hold	1,118	–	–	0.01%	880
2023 Q4	$540K	Hold	1,118	–	–	0.01%	868
2023 Q3	$489K	Buy	+1,118	New	+$491K	0.01%	885
2023 Q2	–	Sell	-1,007	Closed	-$244K	–	1203
2023 Q1	$244K	Hold	1,007	–	–	﹤0.01%	1002
2022 Q4	$283K	Buy	+1,007	New	+$215K	0.01%	882
2022 Q2	–	Sell	-1,000	Closed	-$210K	–	1245
2022 Q1	$210K	Hold	1,000	–	–	﹤0.01%	1107
2021 Q4	$214K	Buy	+1,000	New	+$218K	0.01%	851
2021 Q1	–	Sell	-1,000	Closed	-$206K	–	584
2020 Q4	$206K	Buy	+1,000	New	+$194K	0.01%	470
2020 Q3	–	Sell	-1,000	Closed	-$203K	–	441
2020 Q2	$203K	Buy	+1,000	New	+$191K	0.02%	371

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Beacon Pointe Advisors's NWLI Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 1,118 shares — an estimated $556K sold.

Beacon Pointe Advisors first reported a position in NWLI in Q2 2020 and held it in 10 quarters. The position peaked at $556K in Q2 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

Beacon Pointe Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 1,118 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $556K.
Beacon Pointe Advisors first reported a position in National Western Life Group, Inc. Class A in Q2 2020 and held it in 10 quarters.
Beacon Pointe Advisors's National Western Life Group, Inc. Class A position peaked at $556K in Q2 2024.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.