Tradition Wealth Management’s National Storage Affiliates Trust NSA Stock Holding History

Tradition Wealth Management’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
2023 Q1	–	Sell	-300	Closed	-$11K	–	1308
2022 Q4	$11K	Hold	300	–	–	﹤0.01%	890
2022 Q3	$12K	Hold	300	–	–	﹤0.01%	888
2022 Q2	$15K	Hold	300	–	–	﹤0.01%	719
2022 Q1	$19K	Sell	300 -21	-7%	-$1.29K	﹤0.01%	729
2021 Q4	$22K	Buy	321 +21	+7%	+$1.3K	﹤0.01%	709
2021 Q3	$16K	Buy	+300	New	+$16.5K	﹤0.01%	783

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Tradition Wealth Management's NSA Position: Q1 2023 in Review

Tradition Wealth Management sold out of National Storage Affiliates Trust (NSA) in Q1 2023, closing a stake of 300 shares — an estimated $11K sold.

Tradition Wealth Management first reported a position in NSA in Q3 2021 and held it in 6 quarters. The position peaked at $22K in Q4 2021. 304 funds tracked by Wall St. Rank hold NSA as of Q1 2023.

Tradition Wealth Management reported no remaining National Storage Affiliates Trust position as of Q1 2023 after selling out during the quarter.
Tradition Wealth Management sold 300 National Storage Affiliates Trust shares in Q1 2023, an estimated $11K.
Tradition Wealth Management first reported a position in National Storage Affiliates Trust in Q3 2021 and held it in 6 quarters.
Tradition Wealth Management's National Storage Affiliates Trust position peaked at $22K in Q4 2021.
304 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2023.

Based on Tradition Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.