Evoke Wealth’s National Storage Affiliates Trust NSA Stock Holding History

Evoke Wealth’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	-49	Closed	-$2K	–	865
2022 Q3	$2K	Buy	+49	New	+$2.5K	﹤0.01%	1051

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

Evoke Wealth's NSA Position: Q4 2022 in Review

Evoke Wealth sold out of National Storage Affiliates Trust (NSA) in Q4 2022, closing a stake of 49 shares — an estimated $2K sold.

Evoke Wealth first reported a position in NSA in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 318 funds tracked by Wall St. Rank hold NSA as of Q4 2022.

Evoke Wealth reported no remaining National Storage Affiliates Trust position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 49 National Storage Affiliates Trust shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in National Storage Affiliates Trust in Q3 2022 and held it in 1 quarter.
Evoke Wealth's National Storage Affiliates Trust position peaked at $2K in Q3 2022.
318 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.