Glassman Wealth Services’s National Storage Affiliates Trust NSA Stock Holding History

Glassman Wealth Services’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 Q4	–	Sell	-37	Closed	-$1.17K	–	2045
2023 Q3	$1.17K	Buy	37 +16	+76%	+$542	﹤0.01%	1506
2023 Q2	$731	Buy	21 +3	+17%	+$113	﹤0.01%	1539
2023 Q1	$752	Hold	18	–	–	﹤0.01%	1522
2022 Q4	$650	Buy	+18	New	+$704	﹤0.01%	1558
2022 Q3	–	Sell	-2	Closed	–	–	1884
2022 Q2	$0	Buy	+2	New	+$109	﹤0.01%	1898

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Glassman Wealth Services's NSA Position: Q4 2023 in Review

Glassman Wealth Services sold out of National Storage Affiliates Trust (NSA) in Q4 2023, closing a stake of 37 shares — an estimated $1.17K sold.

Glassman Wealth Services first reported a position in NSA in Q2 2022 and held it in 5 quarters. The position peaked at $1.17K in Q3 2023. 307 funds tracked by Wall St. Rank hold NSA as of Q4 2023.

Glassman Wealth Services reported no remaining National Storage Affiliates Trust position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 37 National Storage Affiliates Trust shares in Q4 2023, an estimated $1.17K.
Glassman Wealth Services first reported a position in National Storage Affiliates Trust in Q2 2022 and held it in 5 quarters.
Glassman Wealth Services's National Storage Affiliates Trust position peaked at $1.17K in Q3 2023.
307 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.