CIBC World Markets’s National Storage Affiliates Trust NSA Stock Holding History

CIBC World Markets’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
2024 Q2	–	Sell	-24,418	Closed	-$956K	–	770
2024 Q1	$956K	Sell	24,418 -1,536	-6%	-$57.7K	0.01%	649
2023 Q4	$1.08M	Buy	+25,954	New	+$870K	0.01%	605
2023 Q2	–	Sell	-27,481	Closed	-$1.15M	–	646
2023 Q1	$1.15M	Buy	27,481 +277	+1%	+$11.2K	0.02%	457
2022 Q4	$983K	Sell	27,204 -7,694	-22%	-$301K	0.01%	596
2022 Q3	$1.45M	Sell	34,898 -1,146	-3%	-$58.5K	0.02%	311
2022 Q2	$1.8M	Sell	36,044 -5,213	-13%	-$284K	0.02%	421
2022 Q1	$2.59M	Buy	41,257 +292	+0.7%	+$18K	0.02%	365
2021 Q4	$2.83M	Sell	40,965 -6,223	-13%	-$384K	0.02%	349
2021 Q3	$2.49M	Buy	+47,188	New	+$2.6M	0.02%	395

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC World Markets's NSA Position: Q2 2024 in Review

CIBC World Markets sold out of National Storage Affiliates Trust (NSA) in Q2 2024, closing a stake of 24,418 shares — an estimated $956K sold.

CIBC World Markets first reported a position in NSA in Q3 2021 and held it in 9 quarters. The position peaked at $2.83M in Q4 2021. 359 funds tracked by Wall St. Rank hold NSA as of Q2 2024.

CIBC World Markets reported no remaining National Storage Affiliates Trust position as of Q2 2024 after selling out during the quarter.
CIBC World Markets sold 24,418 National Storage Affiliates Trust shares in Q2 2024, an estimated $956K.
CIBC World Markets first reported a position in National Storage Affiliates Trust in Q3 2021 and held it in 9 quarters.
CIBC World Markets's National Storage Affiliates Trust position peaked at $2.83M in Q4 2021.
359 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2024.

Based on CIBC World Markets's 13F filing for Q2 2024, filed 12 Aug 2024.