CA
NWLI

CoreCap Advisors’s National Western Life Group, Inc. Class A NWLI Stock Holding History

CoreCap Advisors’s Portfolio NWLI Stock Details NWLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-158
Closed -$77.7K – 2660
2024
Q1 		$77.7K Buy
+158
New +$76.6K ﹤0.01% 948
2022
Q4 		$88.5K Buy
+315
New +$67.2K 0.01% 777
2022
Q1 		– Sell
-2
Closed -$1K – 2213
2021
Q4 		$1K Buy
+2
New +$435 ﹤0.01% 2313

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CoreCap Advisors's NWLI Position: Q2 2024 in Review

CoreCap Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2024, closing a stake of 158 shares — an estimated $77.7K sold.

CoreCap Advisors first reported a position in NWLI in Q4 2021 and held it in 3 quarters. The position peaked at $88.5K in Q4 2022. 153 funds tracked by Wall St. Rank hold NWLI as of Q2 2024.

  • CoreCap Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q2 2024 after selling out during the quarter.
  • CoreCap Advisors sold 158 National Western Life Group, Inc. Class A shares in Q2 2024, an estimated $77.7K.
  • CoreCap Advisors first reported a position in National Western Life Group, Inc. Class A in Q4 2021 and held it in 3 quarters.
  • CoreCap Advisors's National Western Life Group, Inc. Class A position peaked at $88.5K in Q4 2022.
  • 153 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2024.

Based on CoreCap Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.