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

Sugarloaf 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 Q4	–	Sell	-73	Closed	-$4.35K	–	708
2023 Q3	$4.35K	Hold	73	–	–	﹤0.01%	548
2023 Q2	$4.19K	Hold	73	–	–	﹤0.01%	562
2023 Q1	$3.83K	Hold	73	–	–	﹤0.01%	568
2022 Q4	$2.69K	Hold	73	–	–	﹤0.01%	644
2022 Q3	$3K	Hold	73	–	–	﹤0.01%	694
2022 Q2	$2K	Hold	73	–	–	﹤0.01%	719
2022 Q1	$3K	Hold	73	–	–	﹤0.01%	629
2021 Q4	$3K	Hold	73	–	–	﹤0.01%	659
2021 Q3	$3K	Hold	73	–	–	﹤0.01%	672
2021 Q2	$3K	Hold	73	–	–	﹤0.01%	663
2021 Q1	$3	Hold	73	–	–	﹤0.01%	656
2020 Q4	$3K	Hold	73	–	–	﹤0.01%	619
2020 Q3	$3K	Hold	73	–	–	﹤0.01%	597
2020 Q2	$3K	Hold	73	–	–	﹤0.01%	590
2020 Q1	$2K	Hold	73	–	–	﹤0.01%	626
2019 Q4	$3K	Buy	+73	New	+$3.05K	﹤0.01%	620

Other funds holding NATI

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sugarloaf Wealth Management's NATI Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 73 shares — an estimated $4.35K sold.

Sugarloaf Wealth Management first reported a position in NATI in Q4 2019 and held it in 16 quarters. The position peaked at $4.35K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

Sugarloaf Wealth Management reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 73 National Instruments Corp shares in Q4 2023, an estimated $4.35K.
Sugarloaf Wealth Management first reported a position in National Instruments Corp in Q4 2019 and held it in 16 quarters.
Sugarloaf Wealth Management's National Instruments Corp position peaked at $4.35K in Q3 2023.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.