NFSG
NWLI

Newbridge Financial Services Group’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Newbridge Financial Services Group’s Portfolio NWLI Stock Details NWLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-338
Closed -$69K – 1502
2022
Q2 		$69K Hold
338
– – 0.04% 338
2022
Q1 		$71K Buy
+338
New +$72.2K 0.03% 385

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newbridge Financial Services Group's NWLI Position: Q3 2022 in Review

Newbridge Financial Services Group sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2022, closing a stake of 338 shares — an estimated $69K sold.

Newbridge Financial Services Group first reported a position in NWLI in Q1 2022 and held it in 2 quarters. The position peaked at $71K in Q1 2022. 98 funds tracked by Wall St. Rank hold NWLI as of Q3 2022.

  • Newbridge Financial Services Group reported no remaining National Western Life Group, Inc. Class A position as of Q3 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 338 National Western Life Group, Inc. Class A shares in Q3 2022, an estimated $69K.
  • Newbridge Financial Services Group first reported a position in National Western Life Group, Inc. Class A in Q1 2022 and held it in 2 quarters.
  • Newbridge Financial Services Group's National Western Life Group, Inc. Class A position peaked at $71K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2022.

Based on Newbridge Financial Services Group's 13F filing for Q3 2022, filed 13 Oct 2022.