EI
NSA icon

Ellevest Inc’s National Storage Affiliates Trust NSA Stock Holding History

Ellevest Inc’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
-57
Closed -$2K – 1926
2022
Q3 		$2K Sell
57
-275
-83% -$14K ﹤0.01% 1360
2022
Q2 		$17K Buy
332
+175
+111% +$9.53K ﹤0.01% 785
2022
Q1 		$10K Buy
157
+123
+362% +$7.57K ﹤0.01% 890
2021
Q4 		$2K Buy
34
+6
+21% +$371 ﹤0.01% 1181
2021
Q3 		$1K Buy
+28
New +$1.54K ﹤0.01% 1288

Other funds holding NSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ellevest Inc's NSA Position: Q4 2022 in Review

Ellevest Inc sold out of National Storage Affiliates Trust (NSA) in Q4 2022, closing a stake of 57 shares — an estimated $2K sold.

Ellevest Inc first reported a position in NSA in Q3 2021 and held it in 5 quarters. The position peaked at $17K in Q2 2022. 318 funds tracked by Wall St. Rank hold NSA as of Q4 2022.

  • Ellevest Inc reported no remaining National Storage Affiliates Trust position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 57 National Storage Affiliates Trust shares in Q4 2022, an estimated $2K.
  • Ellevest Inc first reported a position in National Storage Affiliates Trust in Q3 2021 and held it in 5 quarters.
  • Ellevest Inc's National Storage Affiliates Trust position peaked at $17K in Q2 2022.
  • 318 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.