Atria Wealth Solutions’s National Storage Affiliates Trust NSA Stock Holding History

Atria Wealth Solutions’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	-7,136	Closed	-$249K	–	1942
2023 Q2	$249K	Sell	7,136 -9	-0.1%	-$340	﹤0.01%	1554
2023 Q1	$299K	Sell	7,145 -1,525	-18%	-$61.7K	﹤0.01%	1422
2022 Q4	$313K	Buy	8,670 +400	+5%	+$15.6K	0.01%	1339
2022 Q3	$344K	Buy	+8,270	New	+$422K	0.01%	1219
2022 Q2	–	Sell	-8,003	Closed	-$502K	–	1811
2022 Q1	$502K	Buy	+8,003	New	+$492K	0.01%	1067

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

Atria Wealth Solutions's NSA Position: Q3 2023 in Review

Atria Wealth Solutions sold out of National Storage Affiliates Trust (NSA) in Q3 2023, closing a stake of 7,136 shares — an estimated $249K sold.

Atria Wealth Solutions first reported a position in NSA in Q1 2022 and held it in 5 quarters. The position peaked at $502K in Q1 2022. 299 funds tracked by Wall St. Rank hold NSA as of Q3 2023.

Atria Wealth Solutions reported no remaining National Storage Affiliates Trust position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 7,136 National Storage Affiliates Trust shares in Q3 2023, an estimated $249K.
Atria Wealth Solutions first reported a position in National Storage Affiliates Trust in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's National Storage Affiliates Trust position peaked at $502K in Q1 2022.
299 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.