SWA
NATI

Sutton Wealth Advisors’s National Instruments Corp NATI Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-27
Closed -$996 – 1652
2022
Q4 		$996 Hold
27
– – ﹤0.01% 1324
2022
Q3 		$1.02K Buy
+27
New +$1.02K ﹤0.01% 1289
2022
Q2 		– Sell
-13
Closed -$528 – 1731
2022
Q1 		$528 Sell
13
-1
-7% -$40 ﹤0.01% 1475
2021
Q4 		$611 Buy
+14
New +$595 ﹤0.01% 1462

Other funds holding NATI

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return

Sutton Wealth Advisors's NATI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of National Instruments Corp (NATI) in Q1 2023, closing a stake of 27 shares — an estimated $996 sold.

Sutton Wealth Advisors first reported a position in NATI in Q4 2021 and held it in 4 quarters. The position peaked at $1.02K in Q3 2022. 386 funds tracked by Wall St. Rank hold NATI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining National Instruments Corp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 27 National Instruments Corp shares in Q1 2023, an estimated $996.
  • Sutton Wealth Advisors first reported a position in National Instruments Corp in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's National Instruments Corp position peaked at $1.02K in Q3 2022.
  • 386 funds tracked by Wall St. Rank held National Instruments Corp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.