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Annex Advisory Services’s Public Storage PSA Stock Holding History

Annex Advisory 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
2023
Q4 		– Sell
-15,562
Closed -$4.1M – 285
2023
Q3 		$4.1M Buy
15,562
+4,799
+45% +$1.35M 0.25% 69
2023
Q2 		$3.14M Buy
10,763
+1,658
+18% +$483K 0.17% 80
2023
Q1 		$2.75M Buy
+9,105
New +$2.68M 0.15% 79

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Annex Advisory Services's PSA Position: Q4 2023 in Review

Annex Advisory Services sold out of Public Storage (PSA) in Q4 2023, closing a stake of 15,562 shares — an estimated $4.1M sold.

Annex Advisory Services first reported a position in PSA in Q1 2023 and held it in 3 quarters. The position peaked at $4.1M in Q3 2023. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

  • Annex Advisory Services reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
  • Annex Advisory Services sold 15,562 Public Storage shares in Q4 2023, an estimated $4.1M.
  • Annex Advisory Services first reported a position in Public Storage in Q1 2023 and held it in 3 quarters.
  • Annex Advisory Services's Public Storage position peaked at $4.1M in Q3 2023.
  • 1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Annex Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.