Envestnet Asset Management
NATI

Envestnet Asset Management’s National Instruments Corp NATI Stock Holding History

Envestnet Asset 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
2023
Q4 		– Sell
-9,640
Closed -$575K – 4237
2023
Q3 		$575K Sell
9,640
-6,916
-42% -$406K ﹤0.01% 3175
2023
Q2 		$950K Sell
16,556
-326,457
-95% -$18.7M ﹤0.01% 2785
2023
Q1 		$5.17M Buy
343,013
+189,274
+123% +$9.49M ﹤0.01% 1649
2022
Q4 		$5.67M Sell
153,739
-4,583
-3% -$179K ﹤0.01% 1525
2022
Q3 		$5.97M Buy
158,322
+10,546
+7% +$399K ﹤0.01% 1432
2022
Q2 		$4.62M Buy
147,776
+11,764
+9% +$417K ﹤0.01% 1564
2022
Q1 		$5.52M Buy
136,012
+23,017
+20% +$929K ﹤0.01% 1544
2021
Q4 		$4.93M Sell
112,995
-163,705
-59% -$6.96M ﹤0.01% 1614
2021
Q3 		$10.9M Buy
276,700
+9,755
+4% +$408K 0.01% 1102
2021
Q2 		$11.3M Buy
266,945
+44,177
+20% +$1.86M 0.01% 1058
2021
Q1 		$9.62M Buy
222,768
+32,501
+17% +$1.43M 0.01% 1062
2020
Q4 		$8.36M Buy
190,267
+25,553
+16% +$954K 0.01% 991
2020
Q3 		$5.88M Buy
164,714
+22,600
+16% +$821K 0.01% 1078
2020
Q2 		$5.5M Buy
142,114
+16,654
+13% +$630K 0.01% 1077
2020
Q1 		$4.15M Sell
125,460
-4,857
-4% -$194K ﹤0.01% 1090
2019
Q4 		$5.52M Buy
130,317
+6,267
+5% +$262K 0.01% 1081
2019
Q3 		$5.21M Sell
124,050
-5,981
-5% -$257K 0.01% 1040
2019
Q2 		$5.46M Buy
130,031
+4,052
+3% +$173K 0.01% 1009
2019
Q1 		$5.59M Buy
125,979
+13,359
+12% +$606K 0.01% 939
2018
Q4 		$5.11M Buy
+112,620
New +$5.26M 0.01% 879
2018
Q3 		– Sell
-57,297
Closed -$2.4M – 2773
2018
Q2 		$2.4M Sell
57,297
-1,295
-2% -$57.4K 0.01% 755
2018
Q1 		$2.92M Sell
58,592
-35,741
-38% -$1.74M 0.01% 569
2017
Q4 		$3.93M Sell
94,333
-1,496
-2% -$65.3K 0.01% 679
2017
Q3 		$4.04M Sell
95,829
-60,556
-39% -$2.47M 0.01% 629
2017
Q2 		$6.29M Sell
156,385
-3,694
-2% -$134K 0.02% 500
2017
Q1 		$5.21M Sell
160,079
-10,299
-6% -$328K 0.02% 563
2016
Q4 		$5.25M Buy
170,378
+44,531
+35% +$1.3M 0.02% 538
2016
Q3 		$3.57M Sell
125,847
-50,446
-29% -$1.42M 0.01% 713
2016
Q2 		$4.83M Buy
176,293
+402
+0.2% +$11.2K 0.02% 642
2016
Q1 		$5.3M Buy
175,891
+2,267
+1% +$65.1K 0.02% 566
2015
Q4 		$4.98M Buy
173,624
+6,472
+4% +$192K 0.02% 578
2015
Q3 		$4.64M Buy
167,152
+18,557
+12% +$527K 0.02% 583
2015
Q2 		$4.38M Sell
148,595
-334
-0.2% -$10.3K 0.02% 656
2015
Q1 		$4.77M Buy
148,929
+144,336
+3,143% +$4.48M 0.02% 582
2014
Q4 		$143K Sell
4,593
-641
-12% -$19.9K ﹤0.01% 1074
2014
Q3 		$162K Sell
5,234
-135
-3% -$4.37K ﹤0.01% 1158
2014
Q2 		$174K Buy
5,369
+459
+9% +$13.2K ﹤0.01% 1043
2014
Q1 		$141K Buy
4,910
+40
+0.8% +$1.19K ﹤0.01% 1031
2013
Q4 		$156K Buy
4,870
+198
+4% +$6.11K ﹤0.01% 887
2013
Q3 		$144K Sell
4,672
-8
-0.2% -$233 ﹤0.01% 873
2013
Q2 		$131K Buy
+4,680
New +$134K ﹤0.01% 900

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Envestnet Asset Management's NATI Position: Q4 2023 in Review

Envestnet Asset Management sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 9,640 shares — an estimated $575K sold.

Envestnet Asset Management first reported a position in NATI in Q2 2013 and held it in 41 quarters. The position peaked at $11.3M in Q2 2021. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • Envestnet Asset Management reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 9,640 National Instruments Corp shares in Q4 2023, an estimated $575K.
  • Envestnet Asset Management first reported a position in National Instruments Corp in Q2 2013 and held it in 41 quarters.
  • Envestnet Asset Management's National Instruments Corp position peaked at $11.3M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Envestnet Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.