Harvest Group Wealth Management’s National Storage Affiliates Trust NSA Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-56	Closed	-$2K	–	476
2020 Q4	$2K	Hold	56	–	–	﹤0.01%	372
2020 Q3	$2K	Hold	56	–	–	﹤0.01%	362
2020 Q2	$1K	Sell	56 -65	-54%	-$1.86K	﹤0.01%	398
2020 Q1	$3K	Sell	121 -163	-57%	-$5.41K	﹤0.01%	292
2019 Q4	$9K	Hold	284	–	–	0.01%	265
2019 Q3	$9K	Buy	284 +65	+30%	+$2.06K	0.01%	277
2019 Q2	$6K	Hold	219	–	–	0.01%	320
2019 Q1	$6K	Buy	+219	New	+$6.07K	0.01%	352

Other funds holding NSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

Harvest Group Wealth Management's NSA Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of National Storage Affiliates Trust (NSA) in Q1 2021, closing a stake of 56 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in NSA in Q1 2019 and held it in 8 quarters. The position peaked at $9K in Q4 2019. 229 funds tracked by Wall St. Rank hold NSA as of Q1 2021.

Harvest Group Wealth Management reported no remaining National Storage Affiliates Trust position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 56 National Storage Affiliates Trust shares in Q1 2021, an estimated $2K.
Harvest Group Wealth Management first reported a position in National Storage Affiliates Trust in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's National Storage Affiliates Trust position peaked at $9K in Q4 2019.
229 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.