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Halpern Financial’s National Storage Affiliates Trust NSA Stock Holding History

Halpern Financial’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
Q3 		– Sell
-32
Closed -$1.6K – 279
2022
Q2 		$1.6K Buy
+32
New +$1.74K ﹤0.01% 260

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Halpern Financial's NSA Position: Q3 2022 in Review

Halpern Financial sold out of National Storage Affiliates Trust (NSA) in Q3 2022, closing a stake of 32 shares — an estimated $1.6K sold.

Halpern Financial first reported a position in NSA in Q2 2022 and held it in 1 quarter. The position peaked at $1.6K in Q2 2022. 314 funds tracked by Wall St. Rank hold NSA as of Q3 2022.

  • Halpern Financial reported no remaining National Storage Affiliates Trust position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 32 National Storage Affiliates Trust shares in Q3 2022, an estimated $1.6K.
  • Halpern Financial first reported a position in National Storage Affiliates Trust in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's National Storage Affiliates Trust position peaked at $1.6K in Q2 2022.
  • 314 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.