AWM
NSA icon

Accurate Wealth Management’s National Storage Affiliates Trust NSA Stock Holding History

Accurate Wealth Management’s Portfolio NSA Stock Details NSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-55
Closed -$1.98K – 1003
2022
Q4 		$1.98K Buy
+55
New +$2.15K ﹤0.01% 1203

Other funds holding NSA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Accurate Wealth Management's NSA Position: Q1 2023 in Review

Accurate Wealth Management sold out of National Storage Affiliates Trust (NSA) in Q1 2023, closing a stake of 55 shares — an estimated $1.98K sold.

Accurate Wealth Management first reported a position in NSA in Q4 2022 and held it in 1 quarter. The position peaked at $1.98K in Q4 2022. 304 funds tracked by Wall St. Rank hold NSA as of Q1 2023.

  • Accurate Wealth Management reported no remaining National Storage Affiliates Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 55 National Storage Affiliates Trust shares in Q1 2023, an estimated $1.98K.
  • Accurate Wealth Management first reported a position in National Storage Affiliates Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's National Storage Affiliates Trust position peaked at $1.98K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.