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Sunbelt Securities’s National Storage Affiliates Trust NSA Stock Holding History

Sunbelt Securities’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
2024
Q2 		– Sell
-21
Closed -$822 – 1798
2024
Q1 		$822 Hold
21
– – ﹤0.01% 1595
2023
Q4 		$871 Sell
21
-232
-92% -$7.78K ﹤0.01% 1553
2023
Q3 		$8.04K Hold
253
– – ﹤0.01% 1208
2023
Q2 		$8.82K Hold
253
– – ﹤0.01% 1205
2023
Q1 		$10.3K Buy
+253
New +$10.2K ﹤0.01% 1124

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sunbelt Securities's NSA Position: Q2 2024 in Review

Sunbelt Securities sold out of National Storage Affiliates Trust (NSA) in Q2 2024, closing a stake of 21 shares — an estimated $822 sold.

Sunbelt Securities first reported a position in NSA in Q1 2023 and held it in 5 quarters. The position peaked at $10.3K in Q1 2023. 359 funds tracked by Wall St. Rank hold NSA as of Q2 2024.

  • Sunbelt Securities reported no remaining National Storage Affiliates Trust position as of Q2 2024 after selling out during the quarter.
  • Sunbelt Securities sold 21 National Storage Affiliates Trust shares in Q2 2024, an estimated $822.
  • Sunbelt Securities first reported a position in National Storage Affiliates Trust in Q1 2023 and held it in 5 quarters.
  • Sunbelt Securities's National Storage Affiliates Trust position peaked at $10.3K in Q1 2023.
  • 359 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2024.

Based on Sunbelt Securities's 13F filing for Q2 2024, filed 16 Aug 2024.