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Advisor Group’s Public Storage PSA Stock Holding History

Advisor Group’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
2019
Q4 		$2.14M Buy
10,040
+637
+7% +$141K 0.01% 777
2019
Q3 		$2.31M Sell
9,403
-1,191
-11% -$299K 0.02% 704
2019
Q2 		$2.53M Sell
10,594
-160
-1% -$36.7K 0.02% 661
2019
Q1 		$2.34M Buy
10,754
+515
+5% +$108K 0.02% 657
2018
Q4 		$2.07M Sell
10,239
-1,514
-13% -$309K 0.02% 623
2018
Q3 		$2.37M Buy
11,753
+1,111
+10% +$240K 0.02% 580
2018
Q2 		$2.41M Sell
10,642
-1,420
-12% -$296K 0.03% 484
2018
Q1 		$2.42M Buy
12,062
+1,493
+14% +$291K 0.03% 488
2017
Q4 		$2.21M Sell
10,569
-5,476
-34% -$1.16M 0.03% 524
2017
Q3 		$3.43M Buy
16,045
+854
+6% +$177K 0.05% 332
2017
Q2 		$3.17M Buy
15,191
+161
+1% +$34.6K 0.06% 333
2017
Q1 		$3.29M Buy
15,030
+222
+1% +$49.2K 0.07% 301
2016
Q4 		$3.31M Buy
14,808
+5,855
+65% +$1.25M 0.07% 278
2016
Q3 		$2M Buy
8,953
+172
+2% +$40.2K 0.05% 403
2016
Q2 		$2.24M Buy
+8,781
New +$2.25M 0.06% 340

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Advisor Group's PSA Position: Q4 2019 in Review

Advisor Group increased its Public Storage (PSA) stake by 6.8% in Q4 2019, buying an estimated $141K and bringing the position to 10,040 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #777.

Advisor Group first reported a position in PSA in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.43M in Q3 2017. 757 funds tracked by Wall St. Rank hold PSA as of Q4 2019.

  • Advisor Group held 10,040 shares of Public Storage worth $2.14M as of Q4 2019.
  • Advisor Group bought 637 Public Storage shares in Q4 2019, an estimated $141K.
  • Public Storage made up 0.01% of Advisor Group's portfolio in Q4 2019, its #777 holding.
  • Advisor Group first reported a position in Public Storage in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Public Storage position peaked at $3.43M in Q3 2017.
  • 757 funds tracked by Wall St. Rank held Public Storage as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.