Vanguard Personalized Indexing Management’s National Instruments Corp NATI Stock Holding History

Vanguard Personalized Indexing Management’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	-13,204	Closed	-$787K	–	1654
2023 Q3	$787K	Buy	13,204 +330	+3%	+$19.4K	0.02%	681
2023 Q2	$739K	Buy	12,874 +126	+1%	+$7.22K	0.02%	723
2023 Q1	$668K	Buy	+12,748	New	+$639K	0.02%	731
2021 Q3	–	Sell	-4,976	Closed	-$210K	–	1069
2021 Q2	$210K	Buy	+4,976	New	+$210K	0.02%	880

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

Vanguard Personalized Indexing Management's NATI Position: Q4 2023 in Review

Vanguard Personalized Indexing Management sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 13,204 shares — an estimated $787K sold.

Vanguard Personalized Indexing Management first reported a position in NATI in Q2 2021 and held it in 4 quarters. The position peaked at $787K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

Vanguard Personalized Indexing Management reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 13,204 National Instruments Corp shares in Q4 2023, an estimated $787K.
Vanguard Personalized Indexing Management first reported a position in National Instruments Corp in Q2 2021 and held it in 4 quarters.
Vanguard Personalized Indexing Management's National Instruments Corp position peaked at $787K in Q3 2023.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2023, filed 8 Feb 2024.