Atlas Private Wealth Advisors’s Public Storage PSA Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-20	Closed	-$6K	–	565
2021 Q3	$6K	Hold	20	–	–	﹤0.01%	544
2021 Q2	$6K	Hold	20	–	–	﹤0.01%	555
2021 Q1	$5K	Hold	20	–	–	﹤0.01%	623
2020 Q4	$5K	Hold	20	–	–	﹤0.01%	532
2020 Q3	$4K	Hold	20	–	–	﹤0.01%	504
2020 Q2	$4K	Buy	+20	New	+$3.86K	﹤0.01%	539

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Atlas Private Wealth Advisors's PSA Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Public Storage (PSA) in Q4 2021, closing a stake of 20 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in PSA in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 973 funds tracked by Wall St. Rank hold PSA as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Public Storage position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 20 Public Storage shares in Q4 2021, an estimated $6K.
Atlas Private Wealth Advisors first reported a position in Public Storage in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Public Storage position peaked at $6K in Q3 2021.
973 funds tracked by Wall St. Rank held Public Storage as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.