CPWM
NATI

Cypress Point Wealth Management’s National Instruments Corp NATI Stock Holding History

Cypress Point 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
2021
Q1 		– Sell
-200
Closed -$9K – 203
2020
Q4 		$9K Buy
+200
New +$7.46K 0.01% 163

Other funds holding NATI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cypress Point Wealth Management's NATI Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of National Instruments Corp (NATI) in Q1 2021, closing a stake of 200 shares — an estimated $9K sold.

Cypress Point Wealth Management first reported a position in NATI in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 308 funds tracked by Wall St. Rank hold NATI as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining National Instruments Corp position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 200 National Instruments Corp shares in Q1 2021, an estimated $9K.
  • Cypress Point Wealth Management first reported a position in National Instruments Corp in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's National Instruments Corp position peaked at $9K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held National Instruments Corp as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.