USA Financial Formulas’s National Instruments Corp NATI Stock Holding History

USA Financial Formulas’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	-2,797	Closed	-$167K	–	569
2023 Q3	$167K	Hold	2,797	–	–	0.25%	102
2023 Q2	$161K	Sell	2,797 -928	-25%	-$53.2K	0.25%	77
2023 Q1	$195K	Buy	+3,725	New	+$187K	0.32%	45
2018 Q1	–	Sell	-6,848	Closed	-$333K	–	430
2017 Q4	$285K	Sell	6,848 -19,659	-74%	-$859K	0.07%	229
2017 Q3	$1.12M	Sell	26,507 -1,506	-5%	-$61.3K	0.27%	87
2017 Q2	$1.13M	Buy	+28,013	New	+$1.02M	0.27%	84

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

USA Financial Formulas's NATI Position: Q4 2023 in Review

USA Financial Formulas sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 2,797 shares — an estimated $167K sold.

USA Financial Formulas first reported a position in NATI in Q2 2017 and held it in 6 quarters. The position peaked at $1.13M in Q2 2017. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

USA Financial Formulas reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
USA Financial Formulas sold 2,797 National Instruments Corp shares in Q4 2023, an estimated $167K.
USA Financial Formulas first reported a position in National Instruments Corp in Q2 2017 and held it in 6 quarters.
USA Financial Formulas's National Instruments Corp position peaked at $1.13M in Q2 2017.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.