Carson Wealth (CWM LLC)
NATI

Carson Wealth (CWM LLC)’s National Instruments Corp NATI Stock Holding History

Carson Wealth (CWM LLC)’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
-858
Closed -$51K – 4664
2023
Q3 		$51K Sell
858
-23
-3% -$1.35K ﹤0.01% 2054
2023
Q2 		$51K Buy
881
+46
+6% +$2.64K ﹤0.01% 1980
2023
Q1 		$44K Sell
835
-38
-4% -$1.91K ﹤0.01% 1965
2022
Q4 		$32K Buy
873
+16
+2% +$625 ﹤0.01% 2052
2022
Q3 		$32K Buy
857
+234
+38% +$8.84K ﹤0.01% 1926
2022
Q2 		$19K Buy
623
+528
+556% +$18.7K ﹤0.01% 2170
2022
Q1 		$4K Buy
95
+4
+4% +$161 ﹤0.01% 2984
2021
Q4 		$4K Buy
+91
New +$3.87K ﹤0.01% 2917
2021
Q2 		$6K Hold
133
– – ﹤0.01% 2325
2021
Q1 		$6K Hold
133
– – ﹤0.01% 2324
2020
Q4 		$6K Hold
133
– – ﹤0.01% 2323
2020
Q3 		$6K Hold
133
– – ﹤0.01% 2323
2020
Q2 		$6K Hold
133
– – ﹤0.01% 2323
2020
Q1 		$6K Hold
133
– – ﹤0.01% 2323
2019
Q4 		$6K Hold
133
– – ﹤0.01% 2323
2019
Q3 		$6K Hold
133
– – ﹤0.01% 2322
2019
Q2 		$6K Hold
133
– – ﹤0.01% 2322
2019
Q1 		$6K Buy
133
+62
+87% +$2.81K ﹤0.01% 2321
2018
Q4 		$3K Sell
71
-23
-24% -$1.07K ﹤0.01% 1691
2018
Q3 		$5K Buy
94
+33
+54% +$1.5K ﹤0.01% 1364
2018
Q2 		$3K Buy
61
+9
+17% +$399 ﹤0.01% 1323
2018
Q1 		$3K Hold
52
– – ﹤0.01% 1133
2017
Q4 		$2K Buy
52
+1
+2% +$44 ﹤0.01% 1305
2017
Q3 		$2K Sell
51
-8
-14% -$326 ﹤0.01% 1323
2017
Q2 		$2K Hold
59
– – ﹤0.01% 1042
2017
Q1 		$2K Buy
+59
New +$1.88K ﹤0.01% 1012
2014
Q1 		– Sell
-201
Closed -$6K – 521
2013
Q4 		$6K Buy
201
+32
+19% +$987 ﹤0.01% 500
2013
Q3 		$5K Buy
+169
New +$4.91K ﹤0.01% 384

Other funds holding NATI

GAM
Gotham Asset Management New York $43B AUM 34.97% 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

Carson Wealth (CWM LLC)'s NATI Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 858 shares — an estimated $51K sold.

Carson Wealth (CWM LLC) first reported a position in NATI in Q3 2013 and held it in 28 quarters. The position peaked at $51K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 858 National Instruments Corp shares in Q4 2023, an estimated $51K.
  • Carson Wealth (CWM LLC) first reported a position in National Instruments Corp in Q3 2013 and held it in 28 quarters.
  • Carson Wealth (CWM LLC)'s National Instruments Corp position peaked at $51K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.