LWAM
NATI

Legacy Wealth Asset Management’s National Instruments Corp NATI Stock Holding History

Legacy Wealth Asset 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
Q1 		– Sell
-11,108
Closed -$410K – 341
2022
Q4 		$410K Sell
11,108
-263
-2% -$10.3K 0.16% 241
2022
Q3 		$429K Sell
11,371
-698
-6% -$26.4K 0.19% 192
2022
Q2 		$377K Buy
12,069
+1,978
+20% +$70.1K 0.15% 204
2022
Q1 		$410K Buy
+10,091
New +$407K 0.15% 214

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return

Legacy Wealth Asset Management's NATI Position: Q1 2023 in Review

Legacy Wealth Asset Management sold out of National Instruments Corp (NATI) in Q1 2023, closing a stake of 11,108 shares — an estimated $410K sold.

Legacy Wealth Asset Management first reported a position in NATI in Q1 2022 and held it in 4 quarters. The position peaked at $429K in Q3 2022. 386 funds tracked by Wall St. Rank hold NATI as of Q1 2023.

  • Legacy Wealth Asset Management reported no remaining National Instruments Corp position as of Q1 2023 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 11,108 National Instruments Corp shares in Q1 2023, an estimated $410K.
  • Legacy Wealth Asset Management first reported a position in National Instruments Corp in Q1 2022 and held it in 4 quarters.
  • Legacy Wealth Asset Management's National Instruments Corp position peaked at $429K in Q3 2022.
  • 386 funds tracked by Wall St. Rank held National Instruments Corp as of Q1 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.