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

TCI 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 Q2	–	Sell	-205	Closed	-$13K	–	2444
2022 Q1	$13K	Hold	205	–	–	﹤0.01%	935
2021 Q4	$14K	Buy	205 +117	+133%	+$7.23K	﹤0.01%	926
2021 Q3	$5K	Buy	88 +19	+28%	+$1.05K	﹤0.01%	1624
2021 Q2	$3K	Buy	69 +9	+15%	+$412	﹤0.01%	1809
2021 Q1	$2K	Buy	+60	New	+$2.28K	﹤0.01%	1821
2016 Q4	–	Sell	-142	Closed	-$3K	–	1426
2016 Q3	$3K	Buy	+142	New	+$2.97K	﹤0.01%	880

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

TCI Wealth Advisors's NSA Position: Q2 2022 in Review

TCI Wealth Advisors sold out of National Storage Affiliates Trust (NSA) in Q2 2022, closing a stake of 205 shares — an estimated $13K sold.

TCI Wealth Advisors first reported a position in NSA in Q3 2016 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 319 funds tracked by Wall St. Rank hold NSA as of Q2 2022.

TCI Wealth Advisors reported no remaining National Storage Affiliates Trust position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 205 National Storage Affiliates Trust shares in Q2 2022, an estimated $13K.
TCI Wealth Advisors first reported a position in National Storage Affiliates Trust in Q3 2016 and held it in 6 quarters.
TCI Wealth Advisors's National Storage Affiliates Trust position peaked at $14K in Q4 2021.
319 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.