44 Wealth Management’s Public Storage PSA Stock Holding History

44 Wealth Management’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
2023 Q2	–	Sell	-6,768	Closed	-$2.04M	–	177
2023 Q1	$2.04M	Buy	6,768 +403	+6%	+$119K	0.69%	40
2022 Q4	$1.78M	Buy	6,365 +995	+19%	+$290K	0.62%	44
2022 Q3	$1.57M	Buy	5,370 +124	+2%	+$40.3K	0.65%	44
2022 Q2	$1.64M	Sell	5,246 -602	-10%	-$208K	0.63%	44
2022 Q1	$2.28M	Buy	5,848 +1,013	+21%	+$368K	0.82%	30
2021 Q4	$1.81M	Buy	4,835 +244	+5%	+$81.5K	0.63%	42
2021 Q3	$1.36M	Buy	4,591 +637	+16%	+$200K	0.52%	51
2021 Q2	$1.19M	Buy	3,954 +1,863	+89%	+$523K	0.46%	56
2021 Q1	$516K	Buy	+2,091	New	+$487K	0.22%	103

Other funds holding PSA

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

44 Wealth Management's PSA Position: Q2 2023 in Review

44 Wealth Management sold out of Public Storage (PSA) in Q2 2023, closing a stake of 6,768 shares — an estimated $2.04M sold.

44 Wealth Management first reported a position in PSA in Q1 2021 and held it in 9 quarters. The position peaked at $2.28M in Q1 2022. 984 funds tracked by Wall St. Rank hold PSA as of Q2 2023.

44 Wealth Management reported no remaining Public Storage position as of Q2 2023 after selling out during the quarter.
44 Wealth Management sold 6,768 Public Storage shares in Q2 2023, an estimated $2.04M.
44 Wealth Management first reported a position in Public Storage in Q1 2021 and held it in 9 quarters.
44 Wealth Management's Public Storage position peaked at $2.28M in Q1 2022.
984 funds tracked by Wall St. Rank held Public Storage as of Q2 2023.

Based on 44 Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.