IWP
NATI

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

Icon Wealth 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
Q2 		– Sell
-8,650
Closed -$453K – 436
2023
Q1 		$453K Buy
+8,650
New +$434K 0.05% 203
2022
Q2 		$379K Sell
12,121
-2,929
-19% -$104K 0.05% 213
2022
Q1 		$611K Sell
15,050
-747
-5% -$30.1K 0.06% 190
2021
Q4 		$690K Sell
15,797
-688
-4% -$29.3K 0.07% 184
2021
Q3 		$647K Buy
16,485
+807
+5% +$33.8K 0.07% 200
2021
Q2 		$663K Buy
15,678
+2,001
+15% +$84.3K 0.07% 202
2021
Q1 		$591K Buy
13,677
+3,009
+28% +$132K 0.07% 191
2020
Q4 		$469K Buy
10,668
+2,272
+27% +$84.8K 0.07% 183
2020
Q3 		$300K Buy
+8,396
New +$305K 0.06% 197
2019
Q2 		– Sell
-1,109
Closed -$49K – 823
2019
Q1 		$49K Buy
+1,109
New +$50.3K 0.02% 363
2018
Q3 		– Sell
-1,157
Closed -$49K – 763
2018
Q2 		$49K Buy
+1,157
New +$51.3K 0.02% 393
2018
Q1 		– Sell
-1,157
Closed -$48K – 779
2017
Q4 		$48K Buy
+1,157
New +$50.5K 0.02% 430

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return

Icon Wealth Partners's NATI Position: Q2 2023 in Review

Icon Wealth Partners sold out of National Instruments Corp (NATI) in Q2 2023, closing a stake of 8,650 shares — an estimated $453K sold.

Icon Wealth Partners first reported a position in NATI in Q4 2017 and held it in 12 quarters. The position peaked at $690K in Q4 2021. 355 funds tracked by Wall St. Rank hold NATI as of Q2 2023.

  • Icon Wealth Partners reported no remaining National Instruments Corp position as of Q2 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 8,650 National Instruments Corp shares in Q2 2023, an estimated $453K.
  • Icon Wealth Partners first reported a position in National Instruments Corp in Q4 2017 and held it in 12 quarters.
  • Icon Wealth Partners's National Instruments Corp position peaked at $690K in Q4 2021.
  • 355 funds tracked by Wall St. Rank held National Instruments Corp as of Q2 2023.

Based on Icon Wealth Partners's 13F filing for Q2 2023, filed 3 Aug 2023.