Baldwin Wealth Partners’s Public Storage PSA Stock Holding History

Baldwin Wealth Partners’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 Q3	–	Sell	-6	Closed	-$1.73K	–	1153
2024 Q2	$1.73K	Buy	+6	New	+$1.66K	﹤0.01%	670
2023 Q1	–	Sell	-667	Closed	-$187K	–	814
2022 Q4	$187K	Buy	+667	New	+$195K	0.02%	238
2017 Q1	–	Sell	-100	Closed	-$22K	–	530
2016 Q4	$22K	Hold	100	–	–	﹤0.01%	358
2016 Q3	$22K	Hold	100	–	–	﹤0.01%	372
2016 Q2	$26K	Hold	100	–	–	0.01%	317
2016 Q1	$28K	Buy	+100	New	+$25.2K	0.01%	340

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baldwin Wealth Partners's PSA Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Public Storage (PSA) in Q3 2024, closing a stake of 6 shares — an estimated $1.73K sold.

Baldwin Wealth Partners first reported a position in PSA in Q1 2016 and held it in 6 quarters. The position peaked at $187K in Q4 2022. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

Baldwin Wealth Partners reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 6 Public Storage shares in Q3 2024, an estimated $1.73K.
Baldwin Wealth Partners first reported a position in Public Storage in Q1 2016 and held it in 6 quarters.
Baldwin Wealth Partners's Public Storage position peaked at $187K in Q4 2022.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.