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Toth Financial Advisory’s National Storage Affiliates Trust NSA Stock Holding History

Toth Financial Advisory’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
2020
Q3 		– Sell
-200
Closed -$6K – 587
2020
Q2 		$6K Buy
+200
New +$5.74K ﹤0.01% 396

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Toth Financial Advisory's NSA Position: Q3 2020 in Review

Toth Financial Advisory sold out of National Storage Affiliates Trust (NSA) in Q3 2020, closing a stake of 200 shares — an estimated $6K sold.

Toth Financial Advisory first reported a position in NSA in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 219 funds tracked by Wall St. Rank hold NSA as of Q3 2020.

  • Toth Financial Advisory reported no remaining National Storage Affiliates Trust position as of Q3 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 200 National Storage Affiliates Trust shares in Q3 2020, an estimated $6K.
  • Toth Financial Advisory first reported a position in National Storage Affiliates Trust in Q2 2020 and held it in 1 quarter.
  • Toth Financial Advisory's National Storage Affiliates Trust position peaked at $6K in Q2 2020.
  • 219 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.