HWMA
NATI

Heritage Wealth Management (Arizona)’s National Instruments Corp NATI Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		$141K Sell
3,590
-143
-4% -$5.98K 0.05% 277
2021
Q2 		$158K Buy
3,733
+557
+18% +$23.5K 0.06% 264
2021
Q1 		$137K Buy
+3,176
New +$140K 0.08% 208

Other funds holding NATI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NATI Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) reduced its National Instruments Corp (NATI) stake by 3.8% in Q3 2021, selling an estimated $5.98K and leaving 3,590 shares worth $141K. The position accounts for 0.05% of the portfolio, ranked #277.

Heritage Wealth Management (Arizona) first reported a position in NATI in Q1 2021 and has held it in 3 quarters since. The position peaked at $158K in Q2 2021. 306 funds tracked by Wall St. Rank hold NATI as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 3,590 shares of National Instruments Corp worth $141K as of Q3 2021.
  • Heritage Wealth Management (Arizona) sold 143 National Instruments Corp shares in Q3 2021, an estimated $5.98K.
  • National Instruments Corp made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #277 holding.
  • Heritage Wealth Management (Arizona) first reported a position in National Instruments Corp in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s National Instruments Corp position peaked at $158K in Q2 2021.
  • 306 funds tracked by Wall St. Rank held National Instruments Corp as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.