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Carolinas Wealth Consulting’s National Storage Affiliates Trust NSA Stock Holding History

Carolinas Wealth Consulting’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
2023
Q3 		– Sell
-1,141
Closed -$39.7K – 1089
2023
Q2 		$39.7K Buy
1,141
+18
+2% +$679 0.01% 383
2023
Q1 		$46.9K Buy
1,123
+16
+1% +$647 0.01% 377
2022
Q4 		$40K Buy
1,107
+16
+1% +$626 0.01% 384
2022
Q3 		$45K Buy
1,091
+14
+1% +$714 0.01% 341
2022
Q2 		$54K Buy
1,077
+12
+1% +$654 0.01% 315
2022
Q1 		$67K Sell
1,065
-144
-12% -$8.86K 0.01% 308
2021
Q4 		$84K Buy
1,209
+8
+0.7% +$494 0.02% 284
2021
Q3 		$63K Buy
1,201
+9
+0.8% +$496 0.01% 308
2021
Q2 		$60K Buy
1,192
+441
+59% +$20.2K 0.01% 338
2021
Q1 		$30K Buy
751
+7
+0.9% +$266 0.01% 444
2020
Q4 		$27K Buy
+744
New +$25.7K 0.01% 433

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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carolinas Wealth Consulting's NSA Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of National Storage Affiliates Trust (NSA) in Q3 2023, closing a stake of 1,141 shares — an estimated $39.7K sold.

Carolinas Wealth Consulting first reported a position in NSA in Q4 2020 and held it in 11 quarters. The position peaked at $84K in Q4 2021. 299 funds tracked by Wall St. Rank hold NSA as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining National Storage Affiliates Trust position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,141 National Storage Affiliates Trust shares in Q3 2023, an estimated $39.7K.
  • Carolinas Wealth Consulting first reported a position in National Storage Affiliates Trust in Q4 2020 and held it in 11 quarters.
  • Carolinas Wealth Consulting's National Storage Affiliates Trust position peaked at $84K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.