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My Personal CFO LLC’s National Storage Affiliates Trust NSA Stock Holding History

My Personal CFO LLC’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
-8
Closed -$289 – 562
2022
Q4 		$289 Buy
+8
New +$313 ﹤0.01% 843

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

My Personal CFO LLC's NSA Position: Q1 2023 in Review

My Personal CFO LLC sold out of National Storage Affiliates Trust (NSA) in Q1 2023, closing a stake of 8 shares — an estimated $289 sold.

My Personal CFO LLC first reported a position in NSA in Q4 2022 and held it in 1 quarter. The position peaked at $289 in Q4 2022. 304 funds tracked by Wall St. Rank hold NSA as of Q1 2023.

  • My Personal CFO LLC reported no remaining National Storage Affiliates Trust position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 8 National Storage Affiliates Trust shares in Q1 2023, an estimated $289.
  • My Personal CFO LLC first reported a position in National Storage Affiliates Trust in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's National Storage Affiliates Trust position peaked at $289 in Q4 2022.
  • 304 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.