SWM
NATI

Selective Wealth Management’s National Instruments Corp NATI Stock Holding History

Selective Wealth Management’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
2022
Q2 		– Sell
-34
Closed -$1K – 837
2022
Q1 		$1K Hold
34
– – ﹤0.01% 707
2021
Q4 		$1K Hold
34
– – ﹤0.01% 652
2021
Q3 		$1K Hold
34
– – ﹤0.01% 582
2021
Q2 		$1K Buy
+34
New +$1.43K ﹤0.01% 495

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Selective Wealth Management's NATI Position: Q2 2022 in Review

Selective Wealth Management sold out of National Instruments Corp (NATI) in Q2 2022, closing a stake of 34 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in NATI in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 297 funds tracked by Wall St. Rank hold NATI as of Q2 2022.

  • Selective Wealth Management reported no remaining National Instruments Corp position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 34 National Instruments Corp shares in Q2 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in National Instruments Corp in Q2 2021 and held it in 4 quarters.
  • Selective Wealth Management's National Instruments Corp position peaked at $1K in Q1 2022.
  • 297 funds tracked by Wall St. Rank held National Instruments Corp as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.