C.M. Bidwell & Associates’s National Storage Affiliates Trust NSA Stock Holding History

C.M. Bidwell & Associates’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 Q4	–	Sell	-3,444	Closed	-$143K	–	522
2022 Q3	$143K	Sell	3,444 -16	-0.5%	-$817	0.12%	154
2022 Q2	$173K	Sell	3,460 -500	-13%	-$27.2K	0.14%	134
2022 Q1	$249K	Hold	3,960	–	–	0.16%	119
2021 Q4	$274K	Sell	3,960 -435	-10%	-$26.9K	0.17%	109
2021 Q3	$232K	Hold	4,395	–	–	0.15%	121
2021 Q2	$222K	Buy	+4,395	New	+$201K	0.15%	130
2020 Q3	–	Sell	-685	Closed	-$20K	–	498
2020 Q2	$20K	Sell	685 -35	-5%	-$1K	0.02%	302
2020 Q1	$21K	Buy	+720	New	+$23.9K	0.02%	237

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

C.M. Bidwell & Associates's NSA Position: Q4 2022 in Review

C.M. Bidwell & Associates sold out of National Storage Affiliates Trust (NSA) in Q4 2022, closing a stake of 3,444 shares — an estimated $143K sold.

C.M. Bidwell & Associates first reported a position in NSA in Q1 2020 and held it in 8 quarters. The position peaked at $274K in Q4 2021. 318 funds tracked by Wall St. Rank hold NSA as of Q4 2022.

C.M. Bidwell & Associates reported no remaining National Storage Affiliates Trust position as of Q4 2022 after selling out during the quarter.
C.M. Bidwell & Associates sold 3,444 National Storage Affiliates Trust shares in Q4 2022, an estimated $143K.
C.M. Bidwell & Associates first reported a position in National Storage Affiliates Trust in Q1 2020 and held it in 8 quarters.
C.M. Bidwell & Associates's National Storage Affiliates Trust position peaked at $274K in Q4 2021.
318 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.