BFEC
NSA

Benjamin F. Edwards & Company’s National Storage Affiliates Trust NSA Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$20K Sell
490
-54
-10% -$2.04K ﹤0.01% 1552
2024
Q1 		$21K Hold
544
– – ﹤0.01% 1518
2023
Q4 		$23K Buy
+544
New +$18.2K ﹤0.01% 1459

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Benjamin F. Edwards & Company's NSA Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its National Storage Affiliates Trust (NSA) stake by 9.9% in Q2 2024, selling an estimated $2.04K and leaving 490 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Benjamin F. Edwards & Company first reported a position in NSA in Q4 2023 and has held it in 3 quarters since. The position peaked at $23K in Q4 2023. 359 funds tracked by Wall St. Rank hold NSA as of Q2 2024.

  • Benjamin F. Edwards & Company held 490 shares of National Storage Affiliates Trust worth $20K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 54 National Storage Affiliates Trust shares in Q2 2024, an estimated $2.04K.
  • National Storage Affiliates Trust made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1552 holding.
  • Benjamin F. Edwards & Company first reported a position in National Storage Affiliates Trust in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's National Storage Affiliates Trust position peaked at $23K in Q4 2023.
  • 359 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.