B&D White Capital Company’s Public Storage PSA Stock Holding History

B&D White Capital Company’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 Q1	–	Sell	-51	Closed	-$11K	–	73
2020 Q4	$11K	Buy	+51	New	+$11.7K	0.01%	66

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

B&D White Capital Company's PSA Position: Q1 2021 in Review

B&D White Capital Company sold out of Public Storage (PSA) in Q1 2021, closing a stake of 51 shares — an estimated $11K sold.

B&D White Capital Company first reported a position in PSA in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 801 funds tracked by Wall St. Rank hold PSA as of Q1 2021.

B&D White Capital Company reported no remaining Public Storage position as of Q1 2021 after selling out during the quarter.
B&D White Capital Company sold 51 Public Storage shares in Q1 2021, an estimated $11K.
B&D White Capital Company first reported a position in Public Storage in Q4 2020 and held it in 1 quarter.
B&D White Capital Company's Public Storage position peaked at $11K in Q4 2020.
801 funds tracked by Wall St. Rank held Public Storage as of Q1 2021.

Based on B&D White Capital Company's 13F filing for Q1 2021, filed 12 May 2021.