LA
NATI

Legacy Advisors’s National Instruments Corp NATI Stock Holding History

Legacy 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
Q3 		– Sell
-8,727
Closed -$501K – 293
2023
Q2 		$501K Buy
8,727
+411
+5% +$23.6K 0.07% 174
2023
Q1 		$436K Buy
8,316
+603
+8% +$30.2K 0.08% 163
2022
Q4 		$285K Buy
7,713
+2,246
+41% +$87.8K 0.05% 195
2022
Q3 		$206K Buy
+5,467
New +$207K 0.05% 212

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Legacy Advisors's NATI Position: Q3 2023 in Review

Legacy Advisors sold out of National Instruments Corp (NATI) in Q3 2023, closing a stake of 8,727 shares — an estimated $501K sold.

Legacy Advisors first reported a position in NATI in Q3 2022 and held it in 4 quarters. The position peaked at $501K in Q2 2023. 315 funds tracked by Wall St. Rank hold NATI as of Q3 2023.

  • Legacy Advisors reported no remaining National Instruments Corp position as of Q3 2023 after selling out during the quarter.
  • Legacy Advisors sold 8,727 National Instruments Corp shares in Q3 2023, an estimated $501K.
  • Legacy Advisors first reported a position in National Instruments Corp in Q3 2022 and held it in 4 quarters.
  • Legacy Advisors's National Instruments Corp position peaked at $501K in Q2 2023.
  • 315 funds tracked by Wall St. Rank held National Instruments Corp as of Q3 2023.

Based on Legacy Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.