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Beaumont Financial Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Beaumont Financial 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
2022
Q2 		– Sell
-3,290
Closed -$206K – 348
2022
Q1 		$206K Hold
3,290
– – 0.02% 344
2021
Q4 		$228K Buy
+3,290
New +$203K 0.02% 329

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Beaumont Financial Advisors's NSA Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of National Storage Affiliates Trust (NSA) in Q2 2022, closing a stake of 3,290 shares — an estimated $206K sold.

Beaumont Financial Advisors first reported a position in NSA in Q4 2021 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 319 funds tracked by Wall St. Rank hold NSA as of Q2 2022.

  • Beaumont Financial Advisors reported no remaining National Storage Affiliates Trust position as of Q2 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 3,290 National Storage Affiliates Trust shares in Q2 2022, an estimated $206K.
  • Beaumont Financial Advisors first reported a position in National Storage Affiliates Trust in Q4 2021 and held it in 2 quarters.
  • Beaumont Financial Advisors's National Storage Affiliates Trust position peaked at $228K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.