Plante Moran Financial Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Plante Moran Financial 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
2022 Q3	–	Sell	-45	Closed	-$2K	–	1007
2022 Q2	$2K	Buy	+45	New	+$2.45K	﹤0.01%	832
2019 Q1	–	Sell	-1,830	Closed	-$48K	–	884
2018 Q4	$48K	Hold	1,830	–	–	0.02%	297
2018 Q3	$47K	Hold	1,830	–	–	0.02%	306
2018 Q2	$56K	Hold	1,830	–	–	0.03%	304
2018 Q1	$46K	Hold	1,830	–	–	0.03%	359
2017 Q4	$50K	Hold	1,830	–	–	0.03%	349
2017 Q3	$44K	Hold	1,830	–	–	0.03%	330
2017 Q2	$42K	Hold	1,830	–	–	0.03%	353
2017 Q1	$44K	Hold	1,830	–	–	0.03%	343
2016 Q4	$40K	Hold	1,830	–	–	0.02%	367
2016 Q3	$38K	Hold	1,830	–	–	0.03%	374
2016 Q2	$38K	Sell	1,830 -1,170	-39%	-$24.3K	0.03%	331
2016 Q1	$64K	Hold	3,000	–	–	0.05%	230
2015 Q4	$51K	Buy	+3,000	New	+$46.9K	0.04%	274

Other funds holding NSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Plante Moran Financial Advisors's NSA Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of National Storage Affiliates Trust (NSA) in Q3 2022, closing a stake of 45 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in NSA in Q4 2015 and held it in 14 quarters. The position peaked at $64K in Q1 2016. 314 funds tracked by Wall St. Rank hold NSA as of Q3 2022.

Plante Moran Financial Advisors reported no remaining National Storage Affiliates Trust position as of Q3 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 45 National Storage Affiliates Trust shares in Q3 2022, an estimated $2K.
Plante Moran Financial Advisors first reported a position in National Storage Affiliates Trust in Q4 2015 and held it in 14 quarters.
Plante Moran Financial Advisors's National Storage Affiliates Trust position peaked at $64K in Q1 2016.
314 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.