Sutton Wealth Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Sutton Wealth 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 Q4	–	Sell	-1,966	Closed	-$81.7K	–	1693
2022 Q3	$81.7K	Hold	1,966	–	–	0.03%	272
2022 Q2	$98.4K	Buy	1,966 +1,948	+10,822%	+$106K	0.04%	240
2022 Q1	$1.13K	Buy	18 +10	+125%	+$615	﹤0.01%	1316
2021 Q4	$554	Buy	+8	New	+$494	﹤0.01%	1490
2021 Q2	–	Sell	-1,264	Closed	-$50.5K	–	1293
2021 Q1	$50.5K	Hold	1,264	–	–	0.02%	389
2020 Q4	$45.5K	Hold	1,264	–	–	0.02%	380
2020 Q3	$41.3K	Hold	1,264	–	–	0.02%	338
2020 Q2	$36.2K	Hold	1,264	–	–	0.02%	376
2020 Q1	$37.4K	Buy	1,264 +404	+47%	+$13.4K	0.02%	331
2019 Q4	$28.9K	Hold	860	–	–	0.01%	465
2019 Q3	$28.7K	Hold	860	–	–	0.02%	466
2019 Q2	$24.9K	Hold	860	–	–	0.01%	505
2019 Q1	$24.5K	Hold	860	–	–	0.01%	511
2018 Q4	$22.8K	Hold	860	–	–	0.01%	487
2018 Q3	$21.9K	Hold	860	–	–	0.01%	557
2018 Q2	$26.5K	Buy	+860	New	+$23.6K	0.02%	486
2018 Q1	–	Sell	-387	Closed	-$10.6K	–	1139
2017 Q4	$10.6K	Buy	+387	New	+$9.96K	0.01%	762

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

Goldman Sachs New York $871B AUM 31.28% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Sutton Wealth Advisors's NSA Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of National Storage Affiliates Trust (NSA) in Q4 2022, closing a stake of 1,966 shares — an estimated $81.7K sold.

Sutton Wealth Advisors first reported a position in NSA in Q4 2017 and held it in 17 quarters. The position peaked at $98.4K in Q2 2022. 318 funds tracked by Wall St. Rank hold NSA as of Q4 2022.

Sutton Wealth Advisors reported no remaining National Storage Affiliates Trust position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 1,966 National Storage Affiliates Trust shares in Q4 2022, an estimated $81.7K.
Sutton Wealth Advisors first reported a position in National Storage Affiliates Trust in Q4 2017 and held it in 17 quarters.
Sutton Wealth Advisors's National Storage Affiliates Trust position peaked at $98.4K in Q2 2022.
318 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.