Global Retirement Partners’s National Instruments Corp NATI Stock Holding History

Global Retirement Partners’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	-137	Closed	-$8.17K	–	3519
2023 Q3	$8.17K	Hold	137	–	–	﹤0.01%	2031
2023 Q2	$7.86K	Hold	137	–	–	﹤0.01%	2050
2023 Q1	$7.97K	Sell	137 -961	-88%	-$48.2K	﹤0.01%	1997
2022 Q4	$40.5K	Sell	1,098 -36	-3%	-$1.41K	﹤0.01%	1183
2022 Q3	$43K	Sell	1,134 -159	-12%	-$6.01K	﹤0.01%	1080
2022 Q2	$40K	Buy	1,293 +16	+1%	+$567	﹤0.01%	1079
2022 Q1	$44K	Buy	+1,277	New	+$51.5K	﹤0.01%	1043
2021 Q4	–	Sell	-107	Closed	-$4K	–	1946
2021 Q3	$4K	Buy	+107	New	+$4.48K	﹤0.01%	1726

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

Global Retirement Partners's NATI Position: Q4 2023 in Review

Global Retirement Partners sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 137 shares — an estimated $8.17K sold.

Global Retirement Partners first reported a position in NATI in Q3 2021 and held it in 8 quarters. The position peaked at $44K in Q1 2022. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

Global Retirement Partners reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 137 National Instruments Corp shares in Q4 2023, an estimated $8.17K.
Global Retirement Partners first reported a position in National Instruments Corp in Q3 2021 and held it in 8 quarters.
Global Retirement Partners's National Instruments Corp position peaked at $44K in Q1 2022.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.