NewEdge Advisors’s National Instruments Corp NATI Stock Holding History

NewEdge 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
2023 Q4	–	Sell	-4,119	Closed	-$246K	–	3924
2023 Q3	$246K	Sell	4,119 -2,001	-33%	-$118K	﹤0.01%	1534
2023 Q2	$351K	Sell	6,120 -183	-3%	-$10.5K	﹤0.01%	1388
2023 Q1	$330K	Sell	6,303 -82	-1%	-$4.11K	﹤0.01%	1331
2022 Q4	$220K	Buy	+6,385	New	+$249K	0.01%	1148
2017 Q3	–	Sell	-317	Closed	-$12.7K	–	1196
2017 Q2	$12.7K	Buy	+317	New	+$11.5K	﹤0.01%	878

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 $8.74B AUM 14.62% 1-Year Est. Return

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

NewEdge Advisors's NATI Position: Q4 2023 in Review

NewEdge Advisors sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 4,119 shares — an estimated $246K sold.

NewEdge Advisors first reported a position in NATI in Q2 2017 and held it in 5 quarters. The position peaked at $351K in Q2 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

NewEdge Advisors reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
NewEdge Advisors sold 4,119 National Instruments Corp shares in Q4 2023, an estimated $246K.
NewEdge Advisors first reported a position in National Instruments Corp in Q2 2017 and held it in 5 quarters.
NewEdge Advisors's National Instruments Corp position peaked at $351K in Q2 2023.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.