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

JFS 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
2023 Q4	–	Sell	-88	Closed	-$5.25K	–	2065
2023 Q3	$5.25K	Hold	88	–	–	﹤0.01%	976
2023 Q2	$5.05K	Hold	88	–	–	﹤0.01%	995
2023 Q1	$4.61K	Sell	88 -4	-4%	-$201	﹤0.01%	1019
2022 Q4	$3.4K	Buy	92 +8	+10%	+$313	﹤0.01%	1153
2022 Q3	$3K	Buy	84 +19	+29%	+$718	﹤0.01%	1264
2022 Q2	$2K	Buy	65 +5	+8%	+$177	﹤0.01%	1430
2022 Q1	$2K	Buy	60 +36	+150%	+$1.45K	﹤0.01%	1542
2021 Q4	$1K	Buy	+24	New	+$1.02K	﹤0.01%	1655

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

JFS Wealth Advisors's NATI Position: Q4 2023 in Review

JFS Wealth Advisors sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 88 shares — an estimated $5.25K sold.

JFS Wealth Advisors first reported a position in NATI in Q4 2021 and held it in 8 quarters. The position peaked at $5.25K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

JFS Wealth Advisors reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
JFS Wealth Advisors sold 88 National Instruments Corp shares in Q4 2023, an estimated $5.25K.
JFS Wealth Advisors first reported a position in National Instruments Corp in Q4 2021 and held it in 8 quarters.
JFS Wealth Advisors's National Instruments Corp position peaked at $5.25K in Q3 2023.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.