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BDO Wealth Advisors’s National Storage Affiliates Trust NSA Stock Holding History

BDO Wealth Advisors’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
Q4 		– Sell
-30
Closed -$1K – 970
2020
Q3 		$1K Buy
+30
New +$963 ﹤0.01% 797

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BDO Wealth Advisors's NSA Position: Q4 2020 in Review

BDO Wealth Advisors sold out of National Storage Affiliates Trust (NSA) in Q4 2020, closing a stake of 30 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in NSA in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 217 funds tracked by Wall St. Rank hold NSA as of Q4 2020.

  • BDO Wealth Advisors reported no remaining National Storage Affiliates Trust position as of Q4 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 30 National Storage Affiliates Trust shares in Q4 2020, an estimated $1K.
  • BDO Wealth Advisors first reported a position in National Storage Affiliates Trust in Q3 2020 and held it in 1 quarter.
  • BDO Wealth Advisors's National Storage Affiliates Trust position peaked at $1K in Q3 2020.
  • 217 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.