LWA
NATI

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

Lenox 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
2022
Q1 		– Sell
-25
Closed -$1K – 1034
2021
Q4 		$1K Buy
+25
New +$1.06K ﹤0.01% 942
2020
Q4 		– Sell
-365
Closed -$13K – 693
2020
Q3 		$13K Hold
365
– – ﹤0.01% 350
2020
Q2 		$14K Hold
365
– – ﹤0.01% 340
2020
Q1 		$12K Hold
365
– – ﹤0.01% 327
2019
Q4 		$15K Buy
+365
New +$15.3K ﹤0.01% 371

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lenox Wealth Advisors's NATI Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of National Instruments Corp (NATI) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in NATI in Q4 2019 and held it in 5 quarters. The position peaked at $15K in Q4 2019. 317 funds tracked by Wall St. Rank hold NATI as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining National Instruments Corp position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 25 National Instruments Corp shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in National Instruments Corp in Q4 2019 and held it in 5 quarters.
  • Lenox Wealth Advisors's National Instruments Corp position peaked at $15K in Q4 2019.
  • 317 funds tracked by Wall St. Rank held National Instruments Corp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.