Fieldpoint Private Securities’s National Storage Affiliates Trust NSA Stock Holding History

Fieldpoint Private Securities’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 Q2	$1K	Sell	15 -90	-86%	-$4.9K	﹤0.01%	1378
2022 Q1	$7K	Hold	105	–	–	﹤0.01%	1197
2021 Q4	$7K	Hold	105	–	–	﹤0.01%	1176
2021 Q3	$6K	Hold	105	–	–	﹤0.01%	1219
2021 Q2	$6K	Hold	105	–	–	﹤0.01%	1164
2021 Q1	$4K	Hold	105	–	–	﹤0.01%	1261
2020 Q4	$4K	Buy	+105	New	+$3.63K	﹤0.01%	1187

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Fieldpoint Private Securities's NSA Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its National Storage Affiliates Trust (NSA) stake by 86% in Q2 2022, selling an estimated $4.9K and leaving 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Fieldpoint Private Securities first reported a position in NSA in Q4 2020 and has held it in 7 quarters since. The position peaked at $7K in Q1 2022. 319 funds tracked by Wall St. Rank hold NSA as of Q2 2022.

Fieldpoint Private Securities held 15 shares of National Storage Affiliates Trust worth $1K as of Q2 2022.
Fieldpoint Private Securities sold 90 National Storage Affiliates Trust shares in Q2 2022, an estimated $4.9K.
National Storage Affiliates Trust made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1378 holding.
Fieldpoint Private Securities first reported a position in National Storage Affiliates Trust in Q4 2020 and has held it in 7 quarters since.
Fieldpoint Private Securities's National Storage Affiliates Trust position peaked at $7K in Q1 2022.
319 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.