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Financial Gravity Asset Management’s National Storage Affiliates Trust NSA Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		– Sell
-109
Closed -$4K – 1608
2019
Q3 		$4K Buy
+109
New +$3.45K ﹤0.01% 753

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Financial Gravity Asset Management's NSA Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of National Storage Affiliates Trust (NSA) in Q4 2019, closing a stake of 109 shares — an estimated $4K sold.

Financial Gravity Asset Management first reported a position in NSA in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 203 funds tracked by Wall St. Rank hold NSA as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining National Storage Affiliates Trust position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 109 National Storage Affiliates Trust shares in Q4 2019, an estimated $4K.
  • Financial Gravity Asset Management first reported a position in National Storage Affiliates Trust in Q3 2019 and held it in 1 quarter.
  • Financial Gravity Asset Management's National Storage Affiliates Trust position peaked at $4K in Q3 2019.
  • 203 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.