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Capital Advisors Ltd’s National Storage Affiliates Trust NSA Stock Holding History

Capital Advisors Ltd’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
-28
Closed -$1K – 1500
2022
Q3 		$1K Buy
+28
New +$1.43K ﹤0.01% 1073

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Advisors Ltd's NSA Position: Q4 2022 in Review

Capital Advisors Ltd sold out of National Storage Affiliates Trust (NSA) in Q4 2022, closing a stake of 28 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in NSA in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 318 funds tracked by Wall St. Rank hold NSA as of Q4 2022.

  • Capital Advisors Ltd reported no remaining National Storage Affiliates Trust position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 28 National Storage Affiliates Trust shares in Q4 2022, an estimated $1K.
  • Capital Advisors Ltd first reported a position in National Storage Affiliates Trust in Q3 2022 and held it in 1 quarter.
  • Capital Advisors Ltd's National Storage Affiliates Trust position peaked at $1K in Q3 2022.
  • 318 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.