Pin Oak Investment Advisors’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Pin Oak Investment Advisors’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
2024 Q2	–	Sell	-37	Closed	-$18K	–	498
2024 Q1	$18K	Hold	37	–	–	0.02%	278
2023 Q4	$18K	Hold	37	–	–	0.02%	280
2023 Q3	$16K	Buy	+37	New	+$16.3K	0.02%	280
2023 Q2	–	Sell	-37	Closed	-$9K	–	490
2023 Q1	$9K	Hold	37	–	–	0.01%	325
2022 Q4	$10K	Hold	37	–	–	0.01%	299
2022 Q3	$6K	Hold	37	–	–	0.01%	315
2022 Q2	$7K	Hold	37	–	–	0.01%	327
2022 Q1	$8K	Hold	37	–	–	0.01%	341
2021 Q4	$8K	Hold	37	–	–	0.01%	339
2021 Q3	$8K	Hold	37	–	–	0.01%	328
2021 Q2	$8K	Hold	37	–	–	0.01%	327
2021 Q1	$9K	Hold	37	–	–	0.01%	332
2020 Q4	$8K	Hold	37	–	–	0.01%	357
2020 Q3	$7K	Hold	37	–	–	0.01%	334
2020 Q2	$8K	Hold	37	–	–	0.01%	315
2020 Q1	$6K	Buy	+37	New	+$9.06K	0.01%	338

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pin Oak Investment Advisors's NWLI Position: Q2 2024 in Review

Pin Oak Investment Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2024, closing a stake of 37 shares — an estimated $18K sold.

Pin Oak Investment Advisors first reported a position in NWLI in Q1 2020 and held it in 16 quarters. The position peaked at $18K in Q1 2024. 153 funds tracked by Wall St. Rank hold NWLI as of Q2 2024.

Pin Oak Investment Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q2 2024 after selling out during the quarter.
Pin Oak Investment Advisors sold 37 National Western Life Group, Inc. Class A shares in Q2 2024, an estimated $18K.
Pin Oak Investment Advisors first reported a position in National Western Life Group, Inc. Class A in Q1 2020 and held it in 16 quarters.
Pin Oak Investment Advisors's National Western Life Group, Inc. Class A position peaked at $18K in Q1 2024.
153 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.