CX Institutional’s National Western Life Group, Inc. Class A NWLI Stock Holding History

CX Institutional’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
2022 Q3	–	Sell	-150	Closed	-$30K	–	1168
2022 Q2	$30K	Buy	+150	New	+$30.7K	﹤0.01%	772
2021 Q4	–	Sell	-150	Closed	-$32K	–	932
2021 Q3	$32K	Hold	150	–	–	﹤0.01%	661
2021 Q2	$34K	Hold	150	–	–	﹤0.01%	641
2021 Q1	$37K	Hold	150	–	–	﹤0.01%	558
2020 Q4	$31K	Hold	150	–	–	﹤0.01%	531
2020 Q3	$27K	Hold	150	–	–	﹤0.01%	494
2020 Q2	$30K	Hold	150	–	–	﹤0.01%	386
2020 Q1	$26K	Hold	150	–	–	﹤0.01%	354
2019 Q4	$44K	Hold	150	–	–	0.01%	293
2019 Q3	$40K	Hold	150	–	–	0.01%	308
2019 Q2	$39K	Hold	150	–	–	0.01%	338
2019 Q1	$39K	Hold	150	–	–	0.01%	342
2018 Q4	$45K	Buy	+150	New	+$43.9K	0.01%	265

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CX Institutional's NWLI Position: Q3 2022 in Review

CX Institutional sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2022, closing a stake of 150 shares — an estimated $30K sold.

CX Institutional first reported a position in NWLI in Q4 2018 and held it in 13 quarters. The position peaked at $45K in Q4 2018. 98 funds tracked by Wall St. Rank hold NWLI as of Q3 2022.

CX Institutional reported no remaining National Western Life Group, Inc. Class A position as of Q3 2022 after selling out during the quarter.
CX Institutional sold 150 National Western Life Group, Inc. Class A shares in Q3 2022, an estimated $30K.
CX Institutional first reported a position in National Western Life Group, Inc. Class A in Q4 2018 and held it in 13 quarters.
CX Institutional's National Western Life Group, Inc. Class A position peaked at $45K in Q4 2018.
98 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.