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Money Concepts Capital’s National Storage Affiliates Trust NSA Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-300
Closed -$10.8K – 2042
2022
Q4 		$10.8K Buy
+300
New +$11.7K ﹤0.01% 1976

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Money Concepts Capital's NSA Position: Q1 2023 in Review

Money Concepts Capital sold out of National Storage Affiliates Trust (NSA) in Q1 2023, closing a stake of 300 shares — an estimated $10.8K sold.

Money Concepts Capital first reported a position in NSA in Q4 2022 and held it in 1 quarter. The position peaked at $10.8K in Q4 2022. 304 funds tracked by Wall St. Rank hold NSA as of Q1 2023.

  • Money Concepts Capital reported no remaining National Storage Affiliates Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 300 National Storage Affiliates Trust shares in Q1 2023, an estimated $10.8K.
  • Money Concepts Capital first reported a position in National Storage Affiliates Trust in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's National Storage Affiliates Trust position peaked at $10.8K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.