EWM
NATI

Executive Wealth Management’s National Instruments Corp NATI Stock Holding History

Executive 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
2019
Q3 		– Sell
-555
Closed -$23K – 861
2019
Q2 		$23K Buy
555
+4
+0.7% +$171 ﹤0.01% 452
2019
Q1 		$24K Hold
551
– – ﹤0.01% 401
2018
Q4 		$25K Buy
+551
New +$25.7K ﹤0.01% 396

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's NATI Position: Q3 2019 in Review

Executive Wealth Management sold out of National Instruments Corp (NATI) in Q3 2019, closing a stake of 555 shares — an estimated $23K sold.

Executive Wealth Management first reported a position in NATI in Q4 2018 and held it in 3 quarters. The position peaked at $25K in Q4 2018. 296 funds tracked by Wall St. Rank hold NATI as of Q3 2019.

  • Executive Wealth Management reported no remaining National Instruments Corp position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 555 National Instruments Corp shares in Q3 2019, an estimated $23K.
  • Executive Wealth Management first reported a position in National Instruments Corp in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's National Instruments Corp position peaked at $25K in Q4 2018.
  • 296 funds tracked by Wall St. Rank held National Instruments Corp as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.