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

Janiczek 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
2024 Q2	–	Sell	-277	Closed	-$10.8K	–	1112
2024 Q1	$10.8K	Hold	277	–	–	﹤0.01%	665
2023 Q4	$11.5K	Hold	277	–	–	﹤0.01%	645
2023 Q3	$8.79K	Sell	277 -13	-4%	-$440	﹤0.01%	659
2023 Q2	$10.1K	Hold	290	–	–	﹤0.01%	566
2023 Q1	$11.4K	Sell	290 -32	-10%	-$1.29K	﹤0.01%	549
2022 Q4	$12.4K	Buy	322 +32	+11%	+$1.25K	﹤0.01%	527
2022 Q3	$11K	Hold	290	–	–	﹤0.01%	535
2022 Q2	$16K	Buy	+290	New	+$15.8K	﹤0.01%	500

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janiczek Wealth Management's NSA Position: Q2 2024 in Review

Janiczek Wealth Management sold out of National Storage Affiliates Trust (NSA) in Q2 2024, closing a stake of 277 shares — an estimated $10.8K sold.

Janiczek Wealth Management first reported a position in NSA in Q2 2022 and held it in 8 quarters. The position peaked at $16K in Q2 2022. 359 funds tracked by Wall St. Rank hold NSA as of Q2 2024.

Janiczek Wealth Management reported no remaining National Storage Affiliates Trust position as of Q2 2024 after selling out during the quarter.
Janiczek Wealth Management sold 277 National Storage Affiliates Trust shares in Q2 2024, an estimated $10.8K.
Janiczek Wealth Management first reported a position in National Storage Affiliates Trust in Q2 2022 and held it in 8 quarters.
Janiczek Wealth Management's National Storage Affiliates Trust position peaked at $16K in Q2 2022.
359 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.