PFO
NATI

Pathstone Family Office’s National Instruments Corp NATI Stock Holding History

Pathstone Family Office’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
Q3 		$260K Sell
4,360
-8,643
-66% -$508K ﹤0.01% 1373
2023
Q2 		$746K Buy
+13,003
New +$745K 0.01% 580
2023
Q1 		– Sell
-20,536
Closed -$679K – 1554
2022
Q4 		$679K Buy
20,536
+5,327
+35% +$208K 0.01% 961
2022
Q3 		$574K Buy
+15,209
New +$575K 0.01% 1020

Other funds holding NATI

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Pathstone Family Office's NATI Position: Q3 2023 in Review

Pathstone Family Office reduced its National Instruments Corp (NATI) stake by 66% in Q3 2023, selling an estimated $508K and leaving 4,360 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Pathstone Family Office first reported a position in NATI in Q3 2022 and has held it in 4 quarters since. The position peaked at $746K in Q2 2023. 315 funds tracked by Wall St. Rank hold NATI as of Q3 2023.

  • Pathstone Family Office held 4,360 shares of National Instruments Corp worth $260K as of Q3 2023.
  • Pathstone Family Office sold 8,643 National Instruments Corp shares in Q3 2023, an estimated $508K.
  • National Instruments Corp made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1373 holding.
  • Pathstone Family Office first reported a position in National Instruments Corp in Q3 2022 and has held it in 4 quarters since.
  • Pathstone Family Office's National Instruments Corp position peaked at $746K in Q2 2023.
  • 315 funds tracked by Wall St. Rank held National Instruments Corp as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.