EverSource Wealth Advisors’s National Instruments Corp NATI Stock Holding History

EverSource Wealth Advisors’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	-112	Closed	-$6.68K	–	2785
2023 Q3	$6.68K	Sell	112 -1	-0.9%	-$59	﹤0.01%	1577
2023 Q2	$6.49K	Sell	113 -1	-0.9%	-$57	﹤0.01%	1622
2023 Q1	$5.97K	Buy	114 +101	+777%	+$5.07K	﹤0.01%	1579
2022 Q4	$480	Buy	+13	New	+$508	﹤0.01%	2219
2022 Q3	–	Sell	-1,727	Closed	-$54K	–	2180
2022 Q2	$54K	Buy	1,727 +1,698	+5,855%	+$60.2K	0.01%	607
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	1678
2021 Q4	$1K	Buy	+29	New	+$1.23K	﹤0.01%	1754

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

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

EverSource Wealth Advisors's NATI Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 112 shares — an estimated $6.68K sold.

EverSource Wealth Advisors first reported a position in NATI in Q4 2021 and held it in 7 quarters. The position peaked at $54K in Q2 2022. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

EverSource Wealth Advisors reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 112 National Instruments Corp shares in Q4 2023, an estimated $6.68K.
EverSource Wealth Advisors first reported a position in National Instruments Corp in Q4 2021 and held it in 7 quarters.
EverSource Wealth Advisors's National Instruments Corp position peaked at $54K in Q2 2022.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

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