Destiny Wealth Partners’s National Storage Affiliates Trust NSA Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-168	Closed	-$6.07K	–	473
2022 Q4	$6.07K	Hold	168	–	–	﹤0.01%	546
2022 Q3	$7K	Hold	168	–	–	﹤0.01%	464
2022 Q2	$8K	Sell	168 -1,567	-90%	-$85.3K	﹤0.01%	468
2022 Q1	$109K	Buy	1,735 +553	+47%	+$34K	0.02%	222
2021 Q4	$82K	Buy	1,182 +220	+23%	+$13.6K	0.02%	248
2021 Q3	$51K	Buy	+962	New	+$53K	0.01%	294

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Destiny Wealth Partners's NSA Position: Q1 2023 in Review

Destiny Wealth Partners sold out of National Storage Affiliates Trust (NSA) in Q1 2023, closing a stake of 168 shares — an estimated $6.07K sold.

Destiny Wealth Partners first reported a position in NSA in Q3 2021 and held it in 6 quarters. The position peaked at $109K in Q1 2022. 304 funds tracked by Wall St. Rank hold NSA as of Q1 2023.

Destiny Wealth Partners reported no remaining National Storage Affiliates Trust position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 168 National Storage Affiliates Trust shares in Q1 2023, an estimated $6.07K.
Destiny Wealth Partners first reported a position in National Storage Affiliates Trust in Q3 2021 and held it in 6 quarters.
Destiny Wealth Partners's National Storage Affiliates Trust position peaked at $109K in Q1 2022.
304 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.