TWP
NATI

TFO Wealth Partners’s National Instruments Corp NATI Stock Holding History

TFO Wealth Partners’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
Q3 		– Sell
-4
Closed -$230 – 1106
2023
Q2 		$230 Hold
4
– – ﹤0.01% 469
2023
Q1 		$210 Buy
4
+3
+300% +$150 ﹤0.01% 463
2022
Q4 		$63 Buy
+1
New +$39 ﹤0.01% 837

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TFO Wealth Partners's NATI Position: Q3 2023 in Review

TFO Wealth Partners sold out of National Instruments Corp (NATI) in Q3 2023, closing a stake of 4 shares — an estimated $230 sold.

TFO Wealth Partners first reported a position in NATI in Q4 2022 and held it in 3 quarters. The position peaked at $230 in Q2 2023. 315 funds tracked by Wall St. Rank hold NATI as of Q3 2023.

  • TFO Wealth Partners reported no remaining National Instruments Corp position as of Q3 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 4 National Instruments Corp shares in Q3 2023, an estimated $230.
  • TFO Wealth Partners first reported a position in National Instruments Corp in Q4 2022 and held it in 3 quarters.
  • TFO Wealth Partners's National Instruments Corp position peaked at $230 in Q2 2023.
  • 315 funds tracked by Wall St. Rank held National Instruments Corp as of Q3 2023.

Based on TFO Wealth Partners's 13F filing for Q3 2023, filed 2 Nov 2023.