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Milestone Investment Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-35
Closed -$1.11K – 334
2023
Q3 		$1.11K Buy
+35
New +$1.19K ﹤0.01% 420
2023
Q2 		– Sell
-35
Closed -$1.46K – 330
2023
Q1 		$1.46K Buy
+35
New +$1.42K ﹤0.01% 413

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Milestone Investment Advisors's NSA Position: Q4 2023 in Review

Milestone Investment Advisors sold out of National Storage Affiliates Trust (NSA) in Q4 2023, closing a stake of 35 shares — an estimated $1.11K sold.

Milestone Investment Advisors first reported a position in NSA in Q1 2023 and held it in 2 quarters. The position peaked at $1.46K in Q1 2023. 307 funds tracked by Wall St. Rank hold NSA as of Q4 2023.

  • Milestone Investment Advisors reported no remaining National Storage Affiliates Trust position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 35 National Storage Affiliates Trust shares in Q4 2023, an estimated $1.11K.
  • Milestone Investment Advisors first reported a position in National Storage Affiliates Trust in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's National Storage Affiliates Trust position peaked at $1.46K in Q1 2023.
  • 307 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.