American Portfolios Advisors’s Public Storage PSA Stock Holding History

American Portfolios Advisors’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
2022 Q3	$48.3K	Buy	165 +1	+0.6%	+$325	﹤0.01%	1721
2022 Q2	$51.3K	Sell	164 -13	-7%	-$4.5K	﹤0.01%	1743
2022 Q1	$69.1K	Sell	177 -2,333	-93%	-$847K	﹤0.01%	1728
2021 Q4	$940K	Buy	2,510 +428	+21%	+$143K	0.03%	503
2021 Q3	$619K	Buy	2,082 +1,281	+160%	+$402K	0.02%	619
2021 Q2	$241K	Buy	801 +650	+430%	+$182K	0.01%	1035
2021 Q1	$37.3K	Sell	151 -262	-63%	-$61K	﹤0.01%	1732
2020 Q4	$95.4K	Buy	413 +9	+2%	+$2.06K	﹤0.01%	1179
2020 Q3	$90K	Buy	404 +3	+0.7%	+$613	0.01%	1094
2020 Q2	$76.9K	Buy	401 +119	+42%	+$23K	0.01%	1107
2020 Q1	$56K	Sell	282 -25	-8%	-$5.36K	﹤0.01%	1115
2019 Q4	$65.4K	Hold	307	–	–	﹤0.01%	1243
2019 Q3	$75.3K	Hold	307	–	–	0.01%	1124
2019 Q2	$73.1K	Sell	307 -50	-14%	-$11.5K	0.01%	1116
2019 Q1	$77.7K	Buy	357 +30	+9%	+$6.28K	0.01%	993
2018 Q4	$66.2K	Hold	327	–	–	0.01%	900
2018 Q3	$65.9K	Buy	327 +138	+73%	+$29.8K	0.01%	994
2018 Q2	$42.9K	Hold	189	–	–	0.01%	1139
2018 Q1	$37.9K	Sell	189 -279	-60%	-$54.4K	0.01%	1142
2017 Q4	$97.8K	Buy	+468	New	+$98.9K	0.02%	739

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

American Portfolios Advisors's PSA Position: Q3 2022 in Review

American Portfolios Advisors increased its Public Storage (PSA) stake by 0.61% in Q3 2022, buying an estimated $325 and bringing the position to 165 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

American Portfolios Advisors first reported a position in PSA in Q4 2017 and has held it in 20 quarters since. The position peaked at $940K in Q4 2021. 933 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

American Portfolios Advisors held 165 shares of Public Storage worth $48.3K as of Q3 2022.
American Portfolios Advisors bought 1 Public Storage share in Q3 2022, an estimated $325.
Public Storage made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1721 holding.
American Portfolios Advisors first reported a position in Public Storage in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Public Storage position peaked at $940K in Q4 2021.
933 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.