Mission Wealth Management’s National Instruments Corp NATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,521
| Closed | -$1.16M | – | 609 |
|
|
2023
Q3 | $1.16M | Sell |
19,521
-148
| -0.8% | -$8.69K | 0.04% | 198 |
|
|
2023
Q2 | $1.13M | Sell |
19,669
-5,140
| -21% | -$295K | 0.04% | 200 |
|
|
2023
Q1 | $1.3M | Buy |
24,809
+204
| +0.8% | +$10.2K | 0.05% | 183 |
|
|
2022
Q4 | $908K | Buy |
24,605
+348
| +1% | +$13.6K | 0.04% | 221 |
|
|
2022
Q3 | $915K | Buy |
24,257
+277
| +1% | +$10.5K | 0.05% | 198 |
|
|
2022
Q2 | $749K | Buy |
23,980
+6,156
| +35% | +$218K | 0.04% | 240 |
|
|
2022
Q1 | $723K | Buy |
17,824
+3,434
| +24% | +$139K | 0.03% | 252 |
|
|
2021
Q4 | $628K | Sell |
14,390
-4
| -0% | -$170 | 0.03% | 267 |
|
|
2021
Q3 | $565K | Buy |
14,394
+336
| +2% | +$14.1K | 0.03% | 264 |
|
|
2021
Q2 | $594K | Buy |
14,058
+207
| +1% | +$8.72K | 0.03% | 258 |
|
|
2021
Q1 | $598K | Buy |
13,851
+1,808
| +15% | +$79.5K | 0.03% | 229 |
|
|
2020
Q4 | $529K | Buy |
12,043
+5,225
| +77% | +$195K | 0.03% | 230 |
|
|
2020
Q3 | $243K | Buy |
6,818
+761
| +13% | +$27.7K | 0.02% | 313 |
|
|
2020
Q2 | $234K | Buy |
+6,057
| New | +$229K | 0.02% | 293 |
|
|
2020
Q1 | – | Sell |
-5,408
| Closed | -$229K | – | 350 |
|
|
2019
Q4 | $229K | Buy |
5,408
+636
| +13% | +$26.6K | 0.02% | 303 |
|
|
2019
Q3 | $200K | Sell |
4,772
-725
| -13% | -$31.1K | 0.02% | 308 |
|
|
2019
Q2 | $231K | Buy |
5,497
+185
| +3% | +$7.89K | 0.03% | 277 |
|
|
2019
Q1 | $236K | Buy |
5,312
+842
| +19% | +$38.2K | 0.03% | 280 |
|
|
2018
Q4 | $203K | Buy |
4,470
+66
| +1% | +$3.08K | 0.03% | 264 |
|
|
2018
Q3 | $213K | Buy |
+4,404
| New | +$201K | 0.03% | 267 |
|
|
2018
Q2 | – | Sell |
-4,195
| Closed | -$212K | – | 281 |
|
|
2018
Q1 | $212K | Buy |
+4,195
| New | +$204K | 0.03% | 215 |
|
Other funds holding NATI
Mission Wealth Management's NATI Position: Q4 2023 in Review
Mission Wealth Management sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 19,521 shares — an estimated $1.16M sold.
Mission Wealth Management first reported a position in NATI in Q1 2018 and held it in 21 quarters. The position peaked at $1.3M in Q1 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.
- Mission Wealth Management reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
- Mission Wealth Management sold 19,521 National Instruments Corp shares in Q4 2023, an estimated $1.16M.
- Mission Wealth Management first reported a position in National Instruments Corp in Q1 2018 and held it in 21 quarters.
- Mission Wealth Management's National Instruments Corp position peaked at $1.3M in Q1 2023.
- 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.
Based on Mission Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.