180 Wealth Advisors’s Public Storage PSA Stock Holding History

180 Wealth Advisors’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-985	Closed	-$273K	–	382
2021 Q1	$273K	Sell	985 -100	-9%	-$23.3K	0.07%	278
2020 Q4	$239K	Sell	1,085 -59	-5%	-$13.5K	0.07%	268
2020 Q3	$267K	Sell	1,144 -43	-4%	-$8.79K	0.1%	198
2020 Q2	$228K	Buy	+1,187	New	+$229K	0.09%	219
2020 Q1	–	Sell	-1,976	Closed	-$431K	–	253
2019 Q4	$431K	Sell	1,976 -23	-1%	-$5.1K	0.17%	144
2019 Q3	$492K	Sell	1,999 -776	-28%	-$195K	0.22%	126
2019 Q2	$684K	Buy	+2,775	New	+$636K	0.31%	91

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

180 Wealth Advisors's PSA Position: Q2 2021 in Review

180 Wealth Advisors sold out of Public Storage (PSA) in Q2 2021, closing a stake of 985 shares — an estimated $273K sold.

180 Wealth Advisors first reported a position in PSA in Q2 2019 and held it in 7 quarters. The position peaked at $684K in Q2 2019. 834 funds tracked by Wall St. Rank hold PSA as of Q2 2021.

180 Wealth Advisors reported no remaining Public Storage position as of Q2 2021 after selling out during the quarter.
180 Wealth Advisors sold 985 Public Storage shares in Q2 2021, an estimated $273K.
180 Wealth Advisors first reported a position in Public Storage in Q2 2019 and held it in 7 quarters.
180 Wealth Advisors's Public Storage position peaked at $684K in Q2 2019.
834 funds tracked by Wall St. Rank held Public Storage as of Q2 2021.

Based on 180 Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.