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Advocacy Wealth Management Services’s Public Storage PSA Stock Holding History

Advocacy Wealth Management Services’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
Q3 		– Sell
-81
Closed -$24K – 197
2021
Q2 		$24K Buy
+81
New +$22.7K ﹤0.01% 99

Other funds holding PSA

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Advocacy Wealth Management Services's PSA Position: Q3 2021 in Review

Advocacy Wealth Management Services sold out of Public Storage (PSA) in Q3 2021, closing a stake of 81 shares — an estimated $24K sold.

Advocacy Wealth Management Services first reported a position in PSA in Q2 2021 and held it in 1 quarter. The position peaked at $24K in Q2 2021. 881 funds tracked by Wall St. Rank hold PSA as of Q3 2021.

  • Advocacy Wealth Management Services reported no remaining Public Storage position as of Q3 2021 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 81 Public Storage shares in Q3 2021, an estimated $24K.
  • Advocacy Wealth Management Services first reported a position in Public Storage in Q2 2021 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Public Storage position peaked at $24K in Q2 2021.
  • 881 funds tracked by Wall St. Rank held Public Storage as of Q3 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2021, filed 5 Oct 2021.