Advisornet Financial’s National Storage Affiliates Trust NSA Stock Holding History

Advisornet Financial’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 Q3	–	Sell	-5	Closed	-$174	–	2378
2023 Q2	$174	Sell	5 -520	-99%	-$19.6K	﹤0.01%	2233
2023 Q1	$21.9K	Buy	525 +10	+2%	+$404	﹤0.01%	1046
2022 Q4	$18.6K	Buy	515 +115	+29%	+$4.5K	﹤0.01%	1076
2022 Q3	$17K	Hold	400	–	–	﹤0.01%	1168
2022 Q2	$20K	Hold	400	–	–	﹤0.01%	1127
2022 Q1	$25K	Hold	400	–	–	﹤0.01%	1176
2021 Q4	$28K	Hold	400	–	–	﹤0.01%	1201
2021 Q3	$21K	Hold	400	–	–	﹤0.01%	1237
2021 Q2	$20K	Hold	400	–	–	﹤0.01%	1223
2021 Q1	$16K	Hold	400	–	–	﹤0.01%	1249
2020 Q4	$14K	Buy	400 +300	+300%	+$10.4K	﹤0.01%	1212
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	1507
2020 Q2	$3K	Buy	+100	New	+$2.87K	﹤0.01%	1542

Other funds holding NSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advisornet Financial's NSA Position: Q3 2023 in Review

Advisornet Financial sold out of National Storage Affiliates Trust (NSA) in Q3 2023, closing a stake of 5 shares — an estimated $174 sold.

Advisornet Financial first reported a position in NSA in Q2 2020 and held it in 13 quarters. The position peaked at $28K in Q4 2021. 299 funds tracked by Wall St. Rank hold NSA as of Q3 2023.

Advisornet Financial reported no remaining National Storage Affiliates Trust position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 5 National Storage Affiliates Trust shares in Q3 2023, an estimated $174.
Advisornet Financial first reported a position in National Storage Affiliates Trust in Q2 2020 and held it in 13 quarters.
Advisornet Financial's National Storage Affiliates Trust position peaked at $28K in Q4 2021.
299 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.