Colonial Trust Advisors’s National Instruments Corp NATI Stock Holding History

Colonial Trust Advisors’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	-83	Closed	-$4.95K	–	961
2023 Q3	$4.95K	Hold	83	–	–	﹤0.01%	608
2023 Q2	$4.76K	Hold	83	–	–	﹤0.01%	640
2023 Q1	$4.35K	Hold	83	–	–	﹤0.01%	639
2022 Q4	$3.06K	Buy	+83	New	+$3.24K	﹤0.01%	671

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

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

Colonial Trust Advisors's NATI Position: Q4 2023 in Review

Colonial Trust Advisors sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 83 shares — an estimated $4.95K sold.

Colonial Trust Advisors first reported a position in NATI in Q4 2022 and held it in 4 quarters. The position peaked at $4.95K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

Colonial Trust Advisors reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
Colonial Trust Advisors sold 83 National Instruments Corp shares in Q4 2023, an estimated $4.95K.
Colonial Trust Advisors first reported a position in National Instruments Corp in Q4 2022 and held it in 4 quarters.
Colonial Trust Advisors's National Instruments Corp position peaked at $4.95K in Q3 2023.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Colonial Trust Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.