KMG Fiduciary Partners’s National Storage Affiliates Trust NSA Stock Holding History

KMG Fiduciary Partners’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 Q2	–	Sell	-5,501	Closed	-$230K	–	234
2023 Q1	$230K	Buy	+5,501	New	+$223K	0.03%	216
2022 Q4	–	Sell	-5,501	Closed	-$229K	–	233
2022 Q3	$229K	Buy	5,501 +15	+0.3%	+$765	0.04%	181
2022 Q2	$275K	Hold	5,486	–	–	0.05%	177
2022 Q1	$344K	Hold	5,486	–	–	0.06%	168
2021 Q4	$380K	Hold	5,486	–	–	0.06%	156
2021 Q3	$290K	Hold	5,486	–	–	0.05%	169
2021 Q2	$277K	Hold	5,486	–	–	0.05%	174
2021 Q1	$219K	Buy	+5,486	New	+$209K	0.04%	167

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

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

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

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

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

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

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

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

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

KMG Fiduciary Partners's NSA Position: Q2 2023 in Review

KMG Fiduciary Partners sold out of National Storage Affiliates Trust (NSA) in Q2 2023, closing a stake of 5,501 shares — an estimated $230K sold.

KMG Fiduciary Partners first reported a position in NSA in Q1 2021 and held it in 8 quarters. The position peaked at $380K in Q4 2021. 334 funds tracked by Wall St. Rank hold NSA as of Q2 2023.

KMG Fiduciary Partners reported no remaining National Storage Affiliates Trust position as of Q2 2023 after selling out during the quarter.
KMG Fiduciary Partners sold 5,501 National Storage Affiliates Trust shares in Q2 2023, an estimated $230K.
KMG Fiduciary Partners first reported a position in National Storage Affiliates Trust in Q1 2021 and held it in 8 quarters.
KMG Fiduciary Partners's National Storage Affiliates Trust position peaked at $380K in Q4 2021.
334 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2023.

Based on KMG Fiduciary Partners's 13F filing for Q2 2023, filed 14 Jul 2023.