VFA
NATI

Valeo Financial Advisors’s National Instruments Corp NATI Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-1,009
Closed -$39K – 2230
2020
Q2 		$39K Buy
1,009
+5
+0.5% +$189 ﹤0.01% 820
2020
Q1 		$36K Buy
1,004
+5
+0.5% +$200 ﹤0.01% 711
2019
Q4 		$42K Sell
999
-33
-3% -$1.38K ﹤0.01% 716
2019
Q3 		$43K Buy
1,032
+5
+0.5% +$215 ﹤0.01% 653
2019
Q2 		$43K Buy
1,027
+743
+262% +$31.7K ﹤0.01% 650
2019
Q1 		$13K Sell
284
-58
-17% -$2.63K ﹤0.01% 910
2018
Q4 		$16K Hold
342
– – ﹤0.01% 778
2018
Q3 		$17K Hold
342
– – ﹤0.01% 831
2018
Q2 		$15K Hold
342
– – ﹤0.01% 852
2018
Q1 		$17K Sell
342
-6
-2% -$292 ﹤0.01% 775
2017
Q4 		$14K Sell
348
-58
-14% -$2.53K ﹤0.01% 761
2017
Q3 		$17K Buy
+406
New +$16.5K ﹤0.01% 595

Other funds holding NATI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's NATI Position: Q3 2020 in Review

Valeo Financial Advisors sold out of National Instruments Corp (NATI) in Q3 2020, closing a stake of 1,009 shares — an estimated $39K sold.

Valeo Financial Advisors first reported a position in NATI in Q3 2017 and held it in 12 quarters. The position peaked at $43K in Q3 2019. 290 funds tracked by Wall St. Rank hold NATI as of Q3 2020.

  • Valeo Financial Advisors reported no remaining National Instruments Corp position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,009 National Instruments Corp shares in Q3 2020, an estimated $39K.
  • Valeo Financial Advisors first reported a position in National Instruments Corp in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's National Instruments Corp position peaked at $43K in Q3 2019.
  • 290 funds tracked by Wall St. Rank held National Instruments Corp as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.