IWC
NATI

Integrated Wealth Concepts’s National Instruments Corp NATI Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-6,072
Closed -$257K – 984
2021
Q2 		$257K Buy
+6,072
New +$256K 0.01% 701

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

Integrated Wealth Concepts's NATI Position: Q3 2021 in Review

Integrated Wealth Concepts sold out of National Instruments Corp (NATI) in Q3 2021, closing a stake of 6,072 shares — an estimated $257K sold.

Integrated Wealth Concepts first reported a position in NATI in Q2 2021 and held it in 1 quarter. The position peaked at $257K in Q2 2021. 306 funds tracked by Wall St. Rank hold NATI as of Q3 2021.

  • Integrated Wealth Concepts reported no remaining National Instruments Corp position as of Q3 2021 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,072 National Instruments Corp shares in Q3 2021, an estimated $257K.
  • Integrated Wealth Concepts first reported a position in National Instruments Corp in Q2 2021 and held it in 1 quarter.
  • Integrated Wealth Concepts's National Instruments Corp position peaked at $257K in Q2 2021.
  • 306 funds tracked by Wall St. Rank held National Instruments Corp as of Q3 2021.

Based on Integrated Wealth Concepts's 13F filing for Q3 2021, filed 15 Nov 2021.