American Trust’s Public Storage PSA Stock Holding History

American Trust’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
2024 Q2	–	Sell	-1,100	Closed	-$319K	–	290
2024 Q1	$319K	Hold	1,100	–	–	0.03%	193
2023 Q4	$336K	Buy	+1,100	New	+$292K	0.02%	193

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

American Trust's PSA Position: Q2 2024 in Review

American Trust sold out of Public Storage (PSA) in Q2 2024, closing a stake of 1,100 shares — an estimated $319K sold.

American Trust first reported a position in PSA in Q4 2023 and held it in 2 quarters. The position peaked at $336K in Q4 2023. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

American Trust reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
American Trust sold 1,100 Public Storage shares in Q2 2024, an estimated $319K.
American Trust first reported a position in Public Storage in Q4 2023 and held it in 2 quarters.
American Trust's Public Storage position peaked at $336K in Q4 2023.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on American Trust's 13F filing for Q2 2024, filed 12 Sep 2024.