Carroll Financial Associates’s National Storage Affiliates Trust NSA Stock Holding History

Carroll Financial 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
2021 Q4	$17K	Sell	258 -43	-14%	-$2.66K	﹤0.01%	1021
2021 Q3	$15K	Buy	301 +43	+17%	+$2.37K	﹤0.01%	1080
2021 Q2	$13K	Hold	258	–	–	﹤0.01%	1218
2021 Q1	$10K	Hold	258	–	–	﹤0.01%	1214
2020 Q4	$9K	Hold	258	–	–	﹤0.01%	1143
2020 Q3	$8K	Hold	258	–	–	﹤0.01%	1096
2020 Q2	$7K	Hold	258	–	–	﹤0.01%	1124
2020 Q1	$7K	Hold	258	–	–	﹤0.01%	1047
2019 Q4	$8K	Hold	258	–	–	﹤0.01%	1139
2019 Q3	$8K	Hold	258	–	–	﹤0.01%	1083
2019 Q2	$7K	Hold	258	–	–	﹤0.01%	1117
2019 Q1	$7K	Hold	258	–	–	﹤0.01%	1043
2018 Q4	$6K	Buy	258 +183	+244%	+$4.9K	﹤0.01%	995
2018 Q3	$1K	Hold	75	–	–	﹤0.01%	1261
2018 Q2	$2K	Hold	75	–	–	﹤0.01%	1166
2018 Q1	$1K	Hold	75	–	–	﹤0.01%	1208
2017 Q4	$2K	Hold	75	–	–	﹤0.01%	1134
2017 Q3	$1K	Hold	75	–	–	﹤0.01%	1155
2017 Q2	$1K	Hold	75	–	–	﹤0.01%	1146
2017 Q1	$1K	Hold	75	–	–	﹤0.01%	1133
2016 Q4	$1K	Hold	75	–	–	﹤0.01%	1096
2016 Q3	$1K	Hold	75	–	–	﹤0.01%	1114
2016 Q2	$1K	Hold	75	–	–	﹤0.01%	1100
2016 Q1	$1K	Hold	75	–	–	﹤0.01%	1081
2015 Q4	$1K	Hold	75	–	–	﹤0.01%	1049
2015 Q3	$1K	Buy	+75	New	+$961	﹤0.01%	1026

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Carroll Financial Associates's NSA Position: Q4 2021 in Review

Carroll Financial Associates reduced its National Storage Affiliates Trust (NSA) stake by 14% in Q4 2021, selling an estimated $2.66K and leaving 258 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Carroll Financial Associates first reported a position in NSA in Q3 2015 and has held it in 26 quarters since. 304 funds tracked by Wall St. Rank hold NSA as of Q4 2021.

Carroll Financial Associates held 258 shares of National Storage Affiliates Trust worth $17K as of Q4 2021.
Carroll Financial Associates sold 43 National Storage Affiliates Trust shares in Q4 2021, an estimated $2.66K.
National Storage Affiliates Trust made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1021 holding.
Carroll Financial Associates first reported a position in National Storage Affiliates Trust in Q3 2015 and has held it in 26 quarters since.
304 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.