IWA
NATI

Icon Wealth Advisors’s National Instruments Corp NATI Stock Holding History

Icon Wealth Advisors’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 		$409K Sell
11,091
-774
-7% -$30.2K 0.05% 212
2022
Q3 		$448K Buy
+11,865
New +$448K 0.05% 194

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

Icon Wealth Advisors's NATI Position: Q4 2022 in Review

Icon Wealth Advisors reduced its National Instruments Corp (NATI) stake by 6.5% in Q4 2022, selling an estimated $30.2K and leaving 11,091 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #212.

Icon Wealth Advisors first reported a position in NATI in Q3 2022 and has held it in 2 quarters since. The position peaked at $448K in Q3 2022. 326 funds tracked by Wall St. Rank hold NATI as of Q4 2022.

  • Icon Wealth Advisors held 11,091 shares of National Instruments Corp worth $409K as of Q4 2022.
  • Icon Wealth Advisors sold 774 National Instruments Corp shares in Q4 2022, an estimated $30.2K.
  • National Instruments Corp made up 0.05% of Icon Wealth Advisors's portfolio in Q4 2022, its #212 holding.
  • Icon Wealth Advisors first reported a position in National Instruments Corp in Q3 2022 and has held it in 2 quarters since.
  • Icon Wealth Advisors's National Instruments Corp position peaked at $448K in Q3 2022.
  • 326 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.