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Measured Wealth Private Client Group’s National Storage Affiliates Trust NSA Stock Holding History

Measured Wealth Private Client Group’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
Q2 		– Sell
-4,093
Closed -$257K – 193
2022
Q1 		$257K Buy
+4,093
New +$252K 0.09% 136
2018
Q4 		– Sell
-1,640
Closed -$42K – 488
2018
Q3 		$42K Buy
+1,640
New +$46.7K 0.03% 392

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Measured Wealth Private Client Group's NSA Position: Q2 2022 in Review

Measured Wealth Private Client Group sold out of National Storage Affiliates Trust (NSA) in Q2 2022, closing a stake of 4,093 shares — an estimated $257K sold.

Measured Wealth Private Client Group first reported a position in NSA in Q3 2018 and held it in 2 quarters. The position peaked at $257K in Q1 2022. 319 funds tracked by Wall St. Rank hold NSA as of Q2 2022.

  • Measured Wealth Private Client Group reported no remaining National Storage Affiliates Trust position as of Q2 2022 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 4,093 National Storage Affiliates Trust shares in Q2 2022, an estimated $257K.
  • Measured Wealth Private Client Group first reported a position in National Storage Affiliates Trust in Q3 2018 and held it in 2 quarters.
  • Measured Wealth Private Client Group's National Storage Affiliates Trust position peaked at $257K in Q1 2022.
  • 319 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2022, filed 25 Jul 2022.