MPWT
NATI

MassMutual Private Wealth & Trust’s National Instruments Corp NATI Stock Holding History

MassMutual Private Wealth & Trust’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
-235
Closed -$14K – 2139
2023
Q3 		$14K Sell
235
-5
-2% -$294 ﹤0.01% 895
2023
Q2 		$13.8K Sell
240
-2
-0.8% -$115 ﹤0.01% 859
2023
Q1 		$12.7K Buy
242
+145
+149% +$7.27K ﹤0.01% 861
2022
Q4 		$4K Buy
97
+79
+439% +$3.09K ﹤0.01% 1111
2022
Q3 		$1K Sell
18
-149
-89% -$5.63K ﹤0.01% 1595
2022
Q2 		$5K Buy
167
+149
+828% +$5.28K ﹤0.01% 928
2022
Q1 		$1K Buy
+18
New +$726 ﹤0.01% 1474
2020
Q3 		– Sell
-19
Closed -$1K – 833
2020
Q2 		$1K Buy
+19
New +$718 ﹤0.01% 720

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's NATI Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 235 shares — an estimated $14K sold.

MassMutual Private Wealth & Trust first reported a position in NATI in Q2 2020 and held it in 8 quarters. The position peaked at $14K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • MassMutual Private Wealth & Trust reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 235 National Instruments Corp shares in Q4 2023, an estimated $14K.
  • MassMutual Private Wealth & Trust first reported a position in National Instruments Corp in Q2 2020 and held it in 8 quarters.
  • MassMutual Private Wealth & Trust's National Instruments Corp position peaked at $14K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.