Flow State Investments’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Flow State Investments’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
2024 Q3	–	Sell	-1,400	Closed	-$696K	–	219
2024 Q2	$696K	Buy	1,400 +100	+8%	+$49.1K	0.22%	71
2024 Q1	$640K	Buy	1,300 +755	+139%	+$366K	0.18%	89
2023 Q4	$263K	Buy	+545	New	+$259K	0.08%	107

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Flow State Investments's NWLI Position: Q3 2024 in Review

Flow State Investments sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 1,400 shares — an estimated $696K sold.

Flow State Investments first reported a position in NWLI in Q4 2023 and held it in 3 quarters. The position peaked at $696K in Q2 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

Flow State Investments reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
Flow State Investments sold 1,400 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $696K.
Flow State Investments first reported a position in National Western Life Group, Inc. Class A in Q4 2023 and held it in 3 quarters.
Flow State Investments's National Western Life Group, Inc. Class A position peaked at $696K in Q2 2024.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Flow State Investments's 13F filing for Q3 2024, filed 14 Nov 2024.