Curtis Advisory Group’s National Storage Affiliates Trust NSA Stock Holding History

Curtis Advisory Group’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	-5,246	Closed	-$218K	–	91
2022 Q3	$218K	Hold	5,246	–	–	0.09%	83
2022 Q2	$263K	Sell	5,246 -501	-9%	-$27.3K	0.1%	78
2022 Q1	$361K	Sell	5,747 -912	-14%	-$56.1K	0.12%	59
2021 Q4	$461K	Hold	6,659	–	–	0.15%	55
2021 Q3	$352K	Hold	6,659	–	–	0.13%	53
2021 Q2	$337K	Buy	6,659 +909	+16%	+$41.6K	0.15%	55
2021 Q1	$230K	Sell	5,750 -275	-5%	-$10.5K	0.1%	67
2020 Q4	$217K	Buy	+6,025	New	+$208K	0.11%	71

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Curtis Advisory Group's NSA Position: Q4 2022 in Review

Curtis Advisory Group sold out of National Storage Affiliates Trust (NSA) in Q4 2022, closing a stake of 5,246 shares — an estimated $218K sold.

Curtis Advisory Group first reported a position in NSA in Q4 2020 and held it in 8 quarters. The position peaked at $461K in Q4 2021. 318 funds tracked by Wall St. Rank hold NSA as of Q4 2022.

Curtis Advisory Group reported no remaining National Storage Affiliates Trust position as of Q4 2022 after selling out during the quarter.
Curtis Advisory Group sold 5,246 National Storage Affiliates Trust shares in Q4 2022, an estimated $218K.
Curtis Advisory Group first reported a position in National Storage Affiliates Trust in Q4 2020 and held it in 8 quarters.
Curtis Advisory Group's National Storage Affiliates Trust position peaked at $461K in Q4 2021.
318 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2022.

Based on Curtis Advisory Group's 13F filing for Q4 2022, filed 30 Jan 2023.