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ACG Wealth’s National Storage Affiliates Trust NSA Stock Holding History

ACG Wealth’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
2020
Q2 		– Sell
-13,900
Closed -$411K – 301
2020
Q1 		$411K Hold
13,900
– – 0.08% 200
2019
Q4 		$467K Hold
13,900
– – 0.07% 215
2019
Q3 		$464K Hold
13,900
– – 0.07% 220
2019
Q2 		$402K Hold
13,900
– – 0.05% 244
2019
Q1 		$396K Hold
13,900
– – 0.05% 233
2018
Q4 		$368K Hold
13,900
– – 0.06% 211
2018
Q3 		$354K Hold
13,900
– – 0.05% 233
2018
Q2 		$428K Sell
13,900
-3,200
-19% -$87.7K 0.06% 190
2018
Q1 		$429K Buy
17,100
+700
+4% +$17.6K 0.07% 196
2017
Q4 		$447K Buy
+16,400
New +$422K 0.07% 211

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

ACG Wealth's NSA Position: Q2 2020 in Review

ACG Wealth sold out of National Storage Affiliates Trust (NSA) in Q2 2020, closing a stake of 13,900 shares — an estimated $411K sold.

ACG Wealth first reported a position in NSA in Q4 2017 and held it in 10 quarters. The position peaked at $467K in Q4 2019. 197 funds tracked by Wall St. Rank hold NSA as of Q2 2020.

  • ACG Wealth reported no remaining National Storage Affiliates Trust position as of Q2 2020 after selling out during the quarter.
  • ACG Wealth sold 13,900 National Storage Affiliates Trust shares in Q2 2020, an estimated $411K.
  • ACG Wealth first reported a position in National Storage Affiliates Trust in Q4 2017 and held it in 10 quarters.
  • ACG Wealth's National Storage Affiliates Trust position peaked at $467K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2020.

Based on ACG Wealth's 13F filing for Q2 2020, filed 7 Oct 2020.