EW
NATI

Evoke Wealth’s National Instruments Corp NATI Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-307
Closed -$12K – 1212
2022
Q3 		$12K Hold
307
– – ﹤0.01% 727
2022
Q2 		$10K Hold
307
– – ﹤0.01% 777
2022
Q1 		$12K Hold
307
– – ﹤0.01% 739
2021
Q4 		$13K Buy
307
+1
+0.3% +$43 ﹤0.01% 753
2021
Q3 		$12K Sell
306
-1
-0.3% -$42 ﹤0.01% 724
2021
Q2 		$13K Sell
307
-2
-0.6% -$84 ﹤0.01% 718
2021
Q1 		$13K Buy
309
+2
+0.7% +$88 ﹤0.01% 654
2020
Q4 		$13K Buy
+307
New +$11.5K ﹤0.01% 549

Other funds holding NATI

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evoke Wealth's NATI Position: Q4 2022 in Review

Evoke Wealth sold out of National Instruments Corp (NATI) in Q4 2022, closing a stake of 307 shares — an estimated $12K sold.

Evoke Wealth first reported a position in NATI in Q4 2020 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 326 funds tracked by Wall St. Rank hold NATI as of Q4 2022.

  • Evoke Wealth reported no remaining National Instruments Corp position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 307 National Instruments Corp shares in Q4 2022, an estimated $12K.
  • Evoke Wealth first reported a position in National Instruments Corp in Q4 2020 and held it in 8 quarters.
  • Evoke Wealth's National Instruments Corp position peaked at $13K in Q4 2021.
  • 326 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.