SFS
NSA

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

Sowell 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
2021
Q2 		– Sell
-922
Closed -$42K – 1972
2021
Q1 		$42K Sell
922
-359
-28% -$13.7K ﹤0.01% 1728
2020
Q4 		$46K Hold
1,281
– – ﹤0.01% 1431
2020
Q3 		$42K Sell
1,281
-884
-41% -$28.4K ﹤0.01% 1277
2020
Q2 		$62K Hold
2,165
– – ﹤0.01% 1110
2020
Q1 		$64K Buy
+2,165
New +$71.8K ﹤0.01% 972
2019
Q4 		– Sell
-500
Closed -$17K – 2609
2019
Q3 		$17K Buy
+500
New +$15.8K ﹤0.01% 1345

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sowell Financial Services's NSA Position: Q2 2021 in Review

Sowell Financial Services sold out of National Storage Affiliates Trust (NSA) in Q2 2021, closing a stake of 922 shares — an estimated $42K sold.

Sowell Financial Services first reported a position in NSA in Q3 2019 and held it in 6 quarters. The position peaked at $64K in Q1 2020. 253 funds tracked by Wall St. Rank hold NSA as of Q2 2021.

  • Sowell Financial Services reported no remaining National Storage Affiliates Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 922 National Storage Affiliates Trust shares in Q2 2021, an estimated $42K.
  • Sowell Financial Services first reported a position in National Storage Affiliates Trust in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's National Storage Affiliates Trust position peaked at $64K in Q1 2020.
  • 253 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.