TWA
NWLI

TCI Wealth Advisors’s National Western Life Group, Inc. Class A NWLI Stock Holding History

TCI Wealth Advisors’s Portfolio NWLI Stock Details NWLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24
Closed -$5.82K – 2400
2023
Q1 		$5.82K Hold
24
– – ﹤0.01% 1422
2022
Q4 		$6.74K Buy
+24
New +$5.12K ﹤0.01% 1338

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

TCI Wealth Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2023, closing a stake of 24 shares — an estimated $5.82K sold.

TCI Wealth Advisors first reported a position in NWLI in Q4 2022 and held it in 2 quarters. The position peaked at $6.74K in Q4 2022. 117 funds tracked by Wall St. Rank hold NWLI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 24 National Western Life Group, Inc. Class A shares in Q2 2023, an estimated $5.82K.
  • TCI Wealth Advisors first reported a position in National Western Life Group, Inc. Class A in Q4 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's National Western Life Group, Inc. Class A position peaked at $6.74K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2023.

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