C
NATI

Covestor’s National Instruments Corp NATI Stock Holding History

Covestor’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
-305
Closed -$18K – 2893
2023
Q3 		$18K Buy
305
+120
+65% +$7.05K 0.01% 1163
2023
Q2 		$11K Sell
185
-305
-62% -$17.5K 0.01% 1412
2023
Q1 		$26K Buy
490
+33
+7% +$1.66K 0.02% 922
2022
Q4 		$17K Sell
457
-301
-40% -$11.8K 0.01% 1094
2022
Q3 		$29K Buy
758
+481
+174% +$18.2K 0.03% 908
2022
Q2 		$8K Sell
277
-58
-17% -$2.06K 0.01% 1305
2022
Q1 		$14K Buy
335
+111
+50% +$4.48K 0.01% 1200
2021
Q4 		$10K Buy
+224
New +$9.52K 0.01% 1033

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

Covestor's NATI Position: Q4 2023 in Review

Covestor sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 305 shares — an estimated $18K sold.

Covestor first reported a position in NATI in Q4 2021 and held it in 8 quarters. The position peaked at $29K in Q3 2022. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • Covestor reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • Covestor sold 305 National Instruments Corp shares in Q4 2023, an estimated $18K.
  • Covestor first reported a position in National Instruments Corp in Q4 2021 and held it in 8 quarters.
  • Covestor's National Instruments Corp position peaked at $29K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Covestor's 13F filing for Q4 2023, filed 9 Feb 2024.