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USA Financial Formulas’s National Storage Affiliates Trust NSA Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-564
Closed -$39K – 447
2021
Q4 		$39K Sell
564
-2,227
-80% -$138K 0.03% 157
2021
Q3 		$147K Buy
+2,791
New +$154K 0.13% 131
2020
Q2 		– Sell
-1,433
Closed -$42K – 300
2020
Q1 		$42K Buy
+1,433
New +$47.5K 0.03% 135

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

USA Financial Formulas's NSA Position: Q1 2022 in Review

USA Financial Formulas sold out of National Storage Affiliates Trust (NSA) in Q1 2022, closing a stake of 564 shares — an estimated $39K sold.

USA Financial Formulas first reported a position in NSA in Q1 2020 and held it in 3 quarters. The position peaked at $147K in Q3 2021. 300 funds tracked by Wall St. Rank hold NSA as of Q1 2022.

  • USA Financial Formulas reported no remaining National Storage Affiliates Trust position as of Q1 2022 after selling out during the quarter.
  • USA Financial Formulas sold 564 National Storage Affiliates Trust shares in Q1 2022, an estimated $39K.
  • USA Financial Formulas first reported a position in National Storage Affiliates Trust in Q1 2020 and held it in 3 quarters.
  • USA Financial Formulas's National Storage Affiliates Trust position peaked at $147K in Q3 2021.
  • 300 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2022.

Based on USA Financial Formulas's 13F filing for Q1 2022, filed 16 Aug 2022.