CAL
NATI

Capital Advisors Ltd’s National Instruments Corp NATI Stock Holding History

Capital Advisors Ltd’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
-28
Closed -$2K – 1546
2023
Q3 		$2K Hold
28
– – ﹤0.01% 1065
2023
Q2 		$2K Hold
28
– – ﹤0.01% 1068
2023
Q1 		$1K Hold
28
– – ﹤0.01% 1163
2022
Q4 		$1K Sell
28
-6
-18% -$234 ﹤0.01% 1156
2022
Q3 		$1K Buy
+34
New +$1.28K ﹤0.01% 1184
2022
Q2 		– Sell
-16
Closed -$1K – 1418
2022
Q1 		$1K Buy
+16
New +$646 ﹤0.01% 847

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

Capital Advisors Ltd's NATI Position: Q4 2023 in Review

Capital Advisors Ltd sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 28 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in NATI in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • Capital Advisors Ltd reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 28 National Instruments Corp shares in Q4 2023, an estimated $2K.
  • Capital Advisors Ltd first reported a position in National Instruments Corp in Q1 2022 and held it in 6 quarters.
  • Capital Advisors Ltd's National Instruments Corp position peaked at $2K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.