WAM
NWLI

Watershed Asset Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Watershed Asset Management’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
2022
Q2 		– Sell
-1,217
Closed -$256K – 145
2022
Q1 		$256K Hold
1,217
– – 0.26% 87
2021
Q4 		$261K Buy
+1,217
New +$265K 0.24% 106

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
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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Watershed Asset Management's NWLI Position: Q2 2022 in Review

Watershed Asset Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2022, closing a stake of 1,217 shares — an estimated $256K sold.

Watershed Asset Management first reported a position in NWLI in Q4 2021 and held it in 2 quarters. The position peaked at $261K in Q4 2021. 104 funds tracked by Wall St. Rank hold NWLI as of Q2 2022.

  • Watershed Asset Management reported no remaining National Western Life Group, Inc. Class A position as of Q2 2022 after selling out during the quarter.
  • Watershed Asset Management sold 1,217 National Western Life Group, Inc. Class A shares in Q2 2022, an estimated $256K.
  • Watershed Asset Management first reported a position in National Western Life Group, Inc. Class A in Q4 2021 and held it in 2 quarters.
  • Watershed Asset Management's National Western Life Group, Inc. Class A position peaked at $261K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2022.

Based on Watershed Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.