IEQ Capital’s National Instruments Corp NATI Stock Holding History

IEQ Capital’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	-10,109	Closed	-$603K	–	1007
2023 Q3	$603K	Buy	10,109 +22	+0.2%	+$1.29K	0.01%	512
2023 Q2	$579K	Buy	10,087 +34	+0.3%	+$1.95K	0.01%	517
2023 Q1	$527K	Sell	10,053 -2,977	-23%	-$149K	0.01%	551
2022 Q4	$481K	Buy	13,030 +2,390	+22%	+$93.4K	0.01%	526
2022 Q3	$402K	Buy	10,640 +3,986	+60%	+$151K	0.01%	587
2022 Q2	$208K	Buy	+6,654	New	+$236K	0.01%	724

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

IEQ Capital's NATI Position: Q4 2023 in Review

IEQ Capital sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 10,109 shares — an estimated $603K sold.

IEQ Capital first reported a position in NATI in Q2 2022 and held it in 6 quarters. The position peaked at $603K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

IEQ Capital reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
IEQ Capital sold 10,109 National Instruments Corp shares in Q4 2023, an estimated $603K.
IEQ Capital first reported a position in National Instruments Corp in Q2 2022 and held it in 6 quarters.
IEQ Capital's National Instruments Corp position peaked at $603K in Q3 2023.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on IEQ Capital's 13F filing for Q4 2023, filed 7 Feb 2024.