Avitas Wealth Management’s Public Storage PSA Stock Holding History

Avitas 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
2024 Q2	–	Sell	-6,078	Closed	-$1.76M	–	210
2024 Q1	$1.76M	Buy	6,078 +124	+2%	+$35.5K	0.27%	100
2023 Q4	$1.82M	Buy	5,954 +2,180	+58%	+$578K	0.3%	93
2023 Q3	$995K	Buy	+3,774	New	+$1.06M	0.19%	127

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

Avitas Wealth Management's PSA Position: Q2 2024 in Review

Avitas Wealth Management sold out of Public Storage (PSA) in Q2 2024, closing a stake of 6,078 shares — an estimated $1.76M sold.

Avitas Wealth Management first reported a position in PSA in Q3 2023 and held it in 3 quarters. The position peaked at $1.82M in Q4 2023. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

Avitas Wealth Management reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
Avitas Wealth Management sold 6,078 Public Storage shares in Q2 2024, an estimated $1.76M.
Avitas Wealth Management first reported a position in Public Storage in Q3 2023 and held it in 3 quarters.
Avitas Wealth Management's Public Storage position peaked at $1.82M in Q4 2023.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Avitas Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.