Envestnet Asset Management
NWLI

Envestnet Asset Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Envestnet Asset Management’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
2023
Q2 		– Sell
-77,013
Closed -$25.1K – 4110
2023
Q1 		$25.1K Buy
+77,013
New +$20.1M ﹤0.01% 3911
2017
Q2 		– Sell
-194
Closed -$59K – 3147
2017
Q1 		$59K Buy
194
+91
+88% +$28.2K ﹤0.01% 2358
2016
Q4 		$32K Buy
+103
New +$25.9K ﹤0.01% 2562

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Envestnet Asset Management's NWLI Position: Q2 2023 in Review

Envestnet Asset Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2023, closing a stake of 77,013 shares — an estimated $25.1K sold.

Envestnet Asset Management first reported a position in NWLI in Q4 2016 and held it in 3 quarters. The position peaked at $59K in Q1 2017. 117 funds tracked by Wall St. Rank hold NWLI as of Q2 2023.

  • Envestnet Asset Management reported no remaining National Western Life Group, Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 77,013 National Western Life Group, Inc. Class A shares in Q2 2023, an estimated $25.1K.
  • Envestnet Asset Management first reported a position in National Western Life Group, Inc. Class A in Q4 2016 and held it in 3 quarters.
  • Envestnet Asset Management's National Western Life Group, Inc. Class A position peaked at $59K in Q1 2017.
  • 117 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2023.

Based on Envestnet Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.