AWM
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Alterna Wealth Management’s Public Storage PSA Stock Holding History

Alterna 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
Q1 		– Sell
-1,239
Closed -$258K – 283
2018
Q4 		$258K Buy
+1,239
New +$253K 0.04% 282

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alterna Wealth Management's PSA Position: Q1 2019 in Review

Alterna Wealth Management sold out of Public Storage (PSA) in Q1 2019, closing a stake of 1,239 shares — an estimated $258K sold.

Alterna Wealth Management first reported a position in PSA in Q4 2018 and held it in 1 quarter. The position peaked at $258K in Q4 2018. 726 funds tracked by Wall St. Rank hold PSA as of Q1 2019.

  • Alterna Wealth Management reported no remaining Public Storage position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 1,239 Public Storage shares in Q1 2019, an estimated $258K.
  • Alterna Wealth Management first reported a position in Public Storage in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Public Storage position peaked at $258K in Q4 2018.
  • 726 funds tracked by Wall St. Rank held Public Storage as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.