JWM
NATI

Janiczek Wealth Management’s National Instruments Corp NATI Stock Holding History

Janiczek Wealth Management’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
-204
Closed -$12.2K – 1186
2023
Q3 		$12.2K Hold
204
– – ﹤0.01% 606
2023
Q2 		$11.7K Hold
204
– – ﹤0.01% 544
2023
Q1 		$11.9K Hold
204
– – ﹤0.01% 540
2022
Q4 		$8.2K Sell
204
-7
-3% -$273 ﹤0.01% 599
2022
Q3 		$8K Buy
211
+62
+42% +$2.34K ﹤0.01% 595
2022
Q2 		$6K Sell
149
-550
-79% -$19.5K ﹤0.01% 653
2022
Q1 		$28K Sell
699
-473
-40% -$19.1K 0.01% 402
2021
Q4 		$51K Buy
1,172
+106
+10% +$4.51K 0.02% 308
2021
Q3 		$42K Buy
1,066
+206
+24% +$8.62K 0.01% 318
2021
Q2 		$36K Sell
860
-72
-8% -$3.03K 0.01% 317
2021
Q1 		$40K Buy
932
+150
+19% +$6.59K 0.02% 269
2020
Q4 		$34K Buy
782
+395
+102% +$14.7K 0.02% 262
2020
Q3 		$14K Buy
+387
New +$14.1K 0.01% 201

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Janiczek Wealth Management's NATI Position: Q4 2023 in Review

Janiczek Wealth Management sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 204 shares — an estimated $12.2K sold.

Janiczek Wealth Management first reported a position in NATI in Q3 2020 and held it in 13 quarters. The position peaked at $51K in Q4 2021. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • Janiczek Wealth Management reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 204 National Instruments Corp shares in Q4 2023, an estimated $12.2K.
  • Janiczek Wealth Management first reported a position in National Instruments Corp in Q3 2020 and held it in 13 quarters.
  • Janiczek Wealth Management's National Instruments Corp position peaked at $51K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.