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Mirabella Financial Services’s National Storage Affiliates Trust NSA Stock Holding History

Mirabella Financial Services’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
-10,323
Closed -$328K – 543
2023
Q3 		$328K Sell
10,323
-8,116
-44% -$275K 0.05% 268
2023
Q2 		$642K Buy
+18,439
New +$696K 0.07% 270
2022
Q4 		– Sell
-10,708
Closed -$431K – 478
2022
Q3 		$431K Buy
+10,708
New +$546K 0.04% 180

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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

Mirabella Financial Services's NSA Position: Q4 2023 in Review

Mirabella Financial Services sold out of National Storage Affiliates Trust (NSA) in Q4 2023, closing a stake of 10,323 shares — an estimated $328K sold.

Mirabella Financial Services first reported a position in NSA in Q3 2022 and held it in 3 quarters. The position peaked at $642K in Q2 2023. 307 funds tracked by Wall St. Rank hold NSA as of Q4 2023.

  • Mirabella Financial Services reported no remaining National Storage Affiliates Trust position as of Q4 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 10,323 National Storage Affiliates Trust shares in Q4 2023, an estimated $328K.
  • Mirabella Financial Services first reported a position in National Storage Affiliates Trust in Q3 2022 and held it in 3 quarters.
  • Mirabella Financial Services's National Storage Affiliates Trust position peaked at $642K in Q2 2023.
  • 307 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2023.

Based on Mirabella Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.