NFG
NATI

Next Financial Group’s National Instruments Corp NATI Stock Holding History

Next Financial Group’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
Q4 		$2K Sell
54
-5,634
-99% -$240K ﹤0.01% 2668
2021
Q3 		$223K Buy
5,688
+86
+2% +$3.6K 0.02% 789
2021
Q2 		$237K Sell
5,602
-50
-0.9% -$2.11K 0.02% 765
2021
Q1 		$244K Sell
5,652
-32
-0.6% -$1.41K 0.02% 696
2020
Q4 		$250K Buy
5,684
+1,686
+42% +$62.9K 0.02% 634
2020
Q3 		$143K Buy
+3,998
New +$145K 0.02% 735
2020
Q2 		– Sell
-3,151
Closed -$104K – 2009
2020
Q1 		$104K Sell
3,151
-5,557
-64% -$222K 0.01% 749
2019
Q4 		$369K Sell
8,708
-369
-4% -$15.4K 0.04% 447
2019
Q3 		$381K Sell
9,077
-1,208
-12% -$51.8K 0.04% 426
2019
Q2 		$432K Sell
10,285
-133
-1% -$5.67K 0.05% 382
2019
Q1 		$462K Buy
10,418
+10,362
+18,504% +$470K 0.12% 130
2018
Q4 		$3K Buy
+56
New +$2.61K ﹤0.01% 1704

Other funds holding NATI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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 $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Next Financial Group's NATI Position: Q4 2021 in Review

Next Financial Group reduced its National Instruments Corp (NATI) stake by 99% in Q4 2021, selling an estimated $240K and leaving 54 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

Next Financial Group first reported a position in NATI in Q4 2018 and has held it in 12 quarters since. The position peaked at $462K in Q1 2019. 324 funds tracked by Wall St. Rank hold NATI as of Q4 2021.

  • Next Financial Group held 54 shares of National Instruments Corp worth $2K as of Q4 2021.
  • Next Financial Group sold 5,634 National Instruments Corp shares in Q4 2021, an estimated $240K.
  • National Instruments Corp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2668 holding.
  • Next Financial Group first reported a position in National Instruments Corp in Q4 2018 and has held it in 12 quarters since.
  • Next Financial Group's National Instruments Corp position peaked at $462K in Q1 2019.
  • 324 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.