Wealth Enhancement Advisory Services
NATI

Wealth Enhancement Advisory Services’s National Instruments Corp NATI Stock Holding History

Wealth Enhancement Advisory Services’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
-4,608
Closed -$275K – 2469
2023
Q3 		$275K Buy
+4,608
New +$271K ﹤0.01% 1791

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's NATI Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 4,608 shares — an estimated $275K sold.

Wealth Enhancement Advisory Services first reported a position in NATI in Q3 2023 and held it in 1 quarter. The position peaked at $275K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,608 National Instruments Corp shares in Q4 2023, an estimated $275K.
  • Wealth Enhancement Advisory Services first reported a position in National Instruments Corp in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's National Instruments Corp position peaked at $275K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.