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

Spire 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
2023 Q2	–	Sell	-51	Closed	-$2.67K	–	2560
2023 Q1	$2.67K	Sell	51 -12	-19%	-$602	﹤0.01%	2198
2022 Q4	$2K	Hold	63	–	–	﹤0.01%	2125
2022 Q3	$2K	Sell	63 -19	-23%	-$718	﹤0.01%	2020
2022 Q2	$3K	Buy	82 +16	+24%	+$567	﹤0.01%	2315
2022 Q1	$3K	Hold	66	–	–	﹤0.01%	2362
2021 Q4	$3K	Hold	66	–	–	﹤0.01%	2740
2021 Q3	$3K	Hold	66	–	–	﹤0.01%	2432
2021 Q2	$3K	Hold	66	–	–	﹤0.01%	2451
2021 Q1	$3K	Buy	+66	New	+$2.9K	﹤0.01%	2796

Other funds holding NATI

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

PAM

PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return

Spire Wealth Management's NATI Position: Q2 2023 in Review

Spire Wealth Management sold out of National Instruments Corp (NATI) in Q2 2023, closing a stake of 51 shares — an estimated $2.67K sold.

Spire Wealth Management first reported a position in NATI in Q1 2021 and held it in 9 quarters. The position peaked at $3K in Q2 2022. 355 funds tracked by Wall St. Rank hold NATI as of Q2 2023.

Spire Wealth Management reported no remaining National Instruments Corp position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 51 National Instruments Corp shares in Q2 2023, an estimated $2.67K.
Spire Wealth Management first reported a position in National Instruments Corp in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's National Instruments Corp position peaked at $3K in Q2 2022.
355 funds tracked by Wall St. Rank held National Instruments Corp as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.