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Westend Capital Management’s National Storage Affiliates Trust NSA Stock Holding History

Westend Capital 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
2024
Q2 		– Sell
-70
Closed -$2.74K – 292
2024
Q1 		$2.74K Buy
+70
New +$2.63K ﹤0.01% 211

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Thrivent Financial for Lutherans
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westend Capital Management's NSA Position: Q2 2024 in Review

Westend Capital Management sold out of National Storage Affiliates Trust (NSA) in Q2 2024, closing a stake of 70 shares — an estimated $2.74K sold.

Westend Capital Management first reported a position in NSA in Q1 2024 and held it in 1 quarter. The position peaked at $2.74K in Q1 2024. 359 funds tracked by Wall St. Rank hold NSA as of Q2 2024.

  • Westend Capital Management reported no remaining National Storage Affiliates Trust position as of Q2 2024 after selling out during the quarter.
  • Westend Capital Management sold 70 National Storage Affiliates Trust shares in Q2 2024, an estimated $2.74K.
  • Westend Capital Management first reported a position in National Storage Affiliates Trust in Q1 2024 and held it in 1 quarter.
  • Westend Capital Management's National Storage Affiliates Trust position peaked at $2.74K in Q1 2024.
  • 359 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2024.

Based on Westend Capital Management's 13F filing for Q2 2024, filed 8 Jul 2024.