CTWM
NATI

Cherry Tree Wealth Management’s National Instruments Corp NATI Stock Holding History

Cherry Tree 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
-65
Closed -$3.88K – 608
2023
Q3 		$3.88K Hold
65
– – ﹤0.01% 433
2023
Q2 		$3.73K Buy
+65
New +$3.73K ﹤0.01% 439

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cherry Tree Wealth Management's NATI Position: Q4 2023 in Review

Cherry Tree Wealth Management sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 65 shares — an estimated $3.88K sold.

Cherry Tree Wealth Management first reported a position in NATI in Q2 2023 and held it in 2 quarters. The position peaked at $3.88K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • Cherry Tree Wealth Management reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 65 National Instruments Corp shares in Q4 2023, an estimated $3.88K.
  • Cherry Tree Wealth Management first reported a position in National Instruments Corp in Q2 2023 and held it in 2 quarters.
  • Cherry Tree Wealth Management's National Instruments Corp position peaked at $3.88K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.