BDF
PSA icon

Balasa Dinverno & Foltz’s Public Storage PSA Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q2 		– Sell
-563
Closed -$220K – 362
2022
Q1 		$220K Buy
563
+25
+5% +$9.07K 0.01% 322
2021
Q4 		$202K Sell
538
-401
-43% -$134K 0.01% 337
2021
Q3 		$279K Buy
+939
New +$295K 0.02% 274

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Balasa Dinverno & Foltz's PSA Position: Q2 2022 in Review

Balasa Dinverno & Foltz sold out of Public Storage (PSA) in Q2 2022, closing a stake of 563 shares — an estimated $220K sold.

Balasa Dinverno & Foltz first reported a position in PSA in Q3 2021 and held it in 3 quarters. The position peaked at $279K in Q3 2021. 969 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

  • Balasa Dinverno & Foltz reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 563 Public Storage shares in Q2 2022, an estimated $220K.
  • Balasa Dinverno & Foltz first reported a position in Public Storage in Q3 2021 and held it in 3 quarters.
  • Balasa Dinverno & Foltz's Public Storage position peaked at $279K in Q3 2021.
  • 969 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2022, filed 9 Aug 2022.