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

TCI 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 Q2	–	Sell	-179	Closed	-$9.38K	–	2456
2023 Q1	$9.38K	Buy	179 +173	+2,883%	+$8.68K	﹤0.01%	1128
2022 Q4	$221	Hold	6	–	–	﹤0.01%	2323
2022 Q3	$0	Sell	6 -103	-94%	-$3.89K	﹤0.01%	2676
2022 Q2	$3K	Hold	109	–	–	﹤0.01%	1945
2022 Q1	$4K	Hold	109	–	–	﹤0.01%	1833
2021 Q4	$5K	Hold	109	–	–	﹤0.01%	1751
2021 Q3	$4K	Hold	109	–	–	﹤0.01%	1860
2021 Q2	$5K	Hold	109	–	–	﹤0.01%	1513
2021 Q1	$5K	Hold	109	–	–	﹤0.01%	1323
2020 Q4	$5K	Hold	109	–	–	﹤0.01%	920
2020 Q3	$4K	Hold	109	–	–	﹤0.01%	900
2020 Q2	$4K	Hold	109	–	–	﹤0.01%	852
2020 Q1	$4K	Buy	+109	New	+$4.36K	﹤0.01%	809
2019 Q4	–	Sell	-30	Closed	-$1K	–	1715
2019 Q3	$1K	Buy	+30	New	+$1.29K	﹤0.01%	1428
2019 Q2	–	Sell	-9	Closed	–	–	1587
2019 Q1	$0	Hold	9	–	–	﹤0.01%	1583
2018 Q4	$0	Sell	9 -22	-71%	-$1.03K	﹤0.01%	1712
2018 Q3	$1K	Buy	31 +3	+11%	+$137	﹤0.01%	1383
2018 Q2	$1K	Buy	+28	New	+$1.24K	﹤0.01%	1424

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

TCI Wealth Advisors's NATI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of National Instruments Corp (NATI) in Q2 2023, closing a stake of 179 shares — an estimated $9.38K sold.

TCI Wealth Advisors first reported a position in NATI in Q2 2018 and held it in 18 quarters. The position peaked at $9.38K in Q1 2023. 355 funds tracked by Wall St. Rank hold NATI as of Q2 2023.

TCI Wealth Advisors reported no remaining National Instruments Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 179 National Instruments Corp shares in Q2 2023, an estimated $9.38K.
TCI Wealth Advisors first reported a position in National Instruments Corp in Q2 2018 and held it in 18 quarters.
TCI Wealth Advisors's National Instruments Corp position peaked at $9.38K in Q1 2023.
355 funds tracked by Wall St. Rank held National Instruments Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.