Patriot Financial Group Insurance Agency’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Patriot Financial Group Insurance Agency’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
2020 Q4	–	Sell	-1	Closed	–	–	2029
2020 Q3	$0	Hold	1	–	–	﹤0.01%	1886
2020 Q2	$0	Hold	1	–	–	﹤0.01%	1873
2020 Q1	$0	Hold	1	–	–	﹤0.01%	1780
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1477
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1499
2019 Q2	$1K	Hold	1	–	–	﹤0.01%	1380
2019 Q1	$0	Hold	1	–	–	﹤0.01%	1335
2018 Q4	$0	Buy	+1	New	+$293	﹤0.01%	1138

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NWLI Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2020, closing a stake of 1 share.

Patriot Financial Group Insurance Agency first reported a position in NWLI in Q4 2018 and held it in 8 quarters. The position peaked at $1K in Q2 2019. 96 funds tracked by Wall St. Rank hold NWLI as of Q4 2020.

Patriot Financial Group Insurance Agency reported no remaining National Western Life Group, Inc. Class A position as of Q4 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1 National Western Life Group, Inc. Class A share in Q4 2020.
Patriot Financial Group Insurance Agency first reported a position in National Western Life Group, Inc. Class A in Q4 2018 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's National Western Life Group, Inc. Class A position peaked at $1K in Q2 2019.
96 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.