LWCFA
NATI

Loring Wolcott & Coolidge Fiduciary Advisors’s National Instruments Corp NATI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-63
Closed -$3K – 744
2020
Q4 		$3K Buy
+63
New +$2.35K ﹤0.01% 737
2017
Q4 		– Sell
-1
Closed – – 898
2017
Q3 		$0 Buy
+1
New +$41 ﹤0.01% 924

Other funds holding NATI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NATI Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of National Instruments Corp (NATI) in Q1 2021, closing a stake of 63 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NATI in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 308 funds tracked by Wall St. Rank hold NATI as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining National Instruments Corp position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 63 National Instruments Corp shares in Q1 2021, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in National Instruments Corp in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's National Instruments Corp position peaked at $3K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held National Instruments Corp as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.