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AXS Investments’s National Storage Affiliates Trust NSA Stock Holding History

AXS Investments’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
2024
Q1 		– Sell
-12,256
Closed -$508K – 387
2023
Q4 		$508K Sell
12,256
-1,412
-10% -$47.3K 0.12% 223
2023
Q3 		$434K Buy
13,668
+8,168
+149% +$277K 0.11% 222
2023
Q2 		$192K Buy
+5,500
New +$207K 0.05% 261
2023
Q1 		– Sell
-9,599
Closed -$347K – 403
2022
Q4 		$347K Buy
+9,599
New +$375K 0.12% 178

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AXS Investments's NSA Position: Q1 2024 in Review

AXS Investments sold out of National Storage Affiliates Trust (NSA) in Q1 2024, closing a stake of 12,256 shares — an estimated $508K sold.

AXS Investments first reported a position in NSA in Q4 2022 and held it in 4 quarters. The position peaked at $508K in Q4 2023. 323 funds tracked by Wall St. Rank hold NSA as of Q1 2024.

  • AXS Investments reported no remaining National Storage Affiliates Trust position as of Q1 2024 after selling out during the quarter.
  • AXS Investments sold 12,256 National Storage Affiliates Trust shares in Q1 2024, an estimated $508K.
  • AXS Investments first reported a position in National Storage Affiliates Trust in Q4 2022 and held it in 4 quarters.
  • AXS Investments's National Storage Affiliates Trust position peaked at $508K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2024.

Based on AXS Investments's 13F filing for Q1 2024, filed 13 May 2024.