WWP
NWLI

WR Wealth Planners’s National Western Life Group, Inc. Class A NWLI Stock Holding History

WR Wealth Planners’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
2023
Q2 		– Sell
-46
Closed -$11.2K – 996
2023
Q1 		$11.2K Buy
+46
New +$12K ﹤0.01% 522

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
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 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
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

WR Wealth Planners's NWLI Position: Q2 2023 in Review

WR Wealth Planners sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2023, closing a stake of 46 shares — an estimated $11.2K sold.

WR Wealth Planners first reported a position in NWLI in Q1 2023 and held it in 1 quarter. The position peaked at $11.2K in Q1 2023. 117 funds tracked by Wall St. Rank hold NWLI as of Q2 2023.

  • WR Wealth Planners reported no remaining National Western Life Group, Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 46 National Western Life Group, Inc. Class A shares in Q2 2023, an estimated $11.2K.
  • WR Wealth Planners first reported a position in National Western Life Group, Inc. Class A in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's National Western Life Group, Inc. Class A position peaked at $11.2K in Q1 2023.
  • 117 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.