CWP
NATI

CFM Wealth Partners’s National Instruments Corp NATI Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-3,138
Closed -$121K – 485
2020
Q2 		$121K Sell
3,138
-211
-6% -$7.98K 0.05% 183
2020
Q1 		$111K Sell
3,349
-375
-10% -$15K 0.05% 185
2019
Q4 		$169K Buy
+3,724
New +$156K 0.06% 162

Other funds holding NATI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFM Wealth Partners's NATI Position: Q3 2020 in Review

CFM Wealth Partners sold out of National Instruments Corp (NATI) in Q3 2020, closing a stake of 3,138 shares — an estimated $121K sold.

CFM Wealth Partners first reported a position in NATI in Q4 2019 and held it in 3 quarters. The position peaked at $169K in Q4 2019. 290 funds tracked by Wall St. Rank hold NATI as of Q3 2020.

  • CFM Wealth Partners reported no remaining National Instruments Corp position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 3,138 National Instruments Corp shares in Q3 2020, an estimated $121K.
  • CFM Wealth Partners first reported a position in National Instruments Corp in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's National Instruments Corp position peaked at $169K in Q4 2019.
  • 290 funds tracked by Wall St. Rank held National Instruments Corp as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.