CSPIA
NSA

Cary Street Partners Investment Advisory’s National Storage Affiliates Trust NSA Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-85
Closed -$2.7K – 1406
2023
Q3 		$2.7K Hold
85
– – ﹤0.01% 1613
2023
Q2 		$2.96K Hold
85
– – ﹤0.01% 1528
2023
Q1 		$3.55K Buy
85
+20
+31% +$809 ﹤0.01% 1397
2022
Q4 		$2.35K Buy
+65
New +$2.54K ﹤0.01% 1486

Other funds holding NSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cary Street Partners Investment Advisory's NSA Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of National Storage Affiliates Trust (NSA) in Q4 2023, closing a stake of 85 shares — an estimated $2.7K sold.

Cary Street Partners Investment Advisory first reported a position in NSA in Q4 2022 and held it in 4 quarters. The position peaked at $3.55K in Q1 2023. 307 funds tracked by Wall St. Rank hold NSA as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining National Storage Affiliates Trust position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 85 National Storage Affiliates Trust shares in Q4 2023, an estimated $2.7K.
  • Cary Street Partners Investment Advisory first reported a position in National Storage Affiliates Trust in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's National Storage Affiliates Trust position peaked at $3.55K in Q1 2023.
  • 307 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.