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Aevitas Wealth Management’s Public Storage PSA Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-183
Closed -$39K – 276
2019
Q1 		$39K Hold
183
– – 0.03% 205
2018
Q4 		$37K Hold
183
– – 0.04% 201
2018
Q3 		$37K Hold
183
– – 0.03% 226
2018
Q2 		$42K Hold
183
– – 0.04% 213
2018
Q1 		$37K Hold
183
– – 0.04% 201
2017
Q4 		$38K Buy
+183
New +$38.7K 0.04% 203

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aevitas Wealth Management's PSA Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Public Storage (PSA) in Q2 2019, closing a stake of 183 shares — an estimated $39K sold.

Aevitas Wealth Management first reported a position in PSA in Q4 2017 and held it in 6 quarters. The position peaked at $42K in Q2 2018. 699 funds tracked by Wall St. Rank hold PSA as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Public Storage position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 183 Public Storage shares in Q2 2019, an estimated $39K.
  • Aevitas Wealth Management first reported a position in Public Storage in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Public Storage position peaked at $42K in Q2 2018.
  • 699 funds tracked by Wall St. Rank held Public Storage as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.