Baltimore-Washington Financial Advisors’s Public Storage PSA Stock Holding History

Baltimore-Washington Financial 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	-721	Closed	-$214K	–	140
2021 Q3	$214K	Buy	+721	New	+$226K	0.02%	125
2015 Q4	–	Sell	-328	Closed	-$69K	–	217
2015 Q3	$69K	Hold	328	–	–	0.02%	117
2015 Q2	$60K	Hold	328	–	–	0.02%	121
2015 Q1	$65K	Hold	328	–	–	0.02%	123
2014 Q4	$61K	Buy	328 +245	+295%	+$44.4K	0.02%	128
2014 Q3	$14K	Buy	+83	New	+$14.3K	﹤0.01%	203

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Baltimore-Washington Financial Advisors's PSA Position: Q4 2021 in Review

Baltimore-Washington Financial Advisors sold out of Public Storage (PSA) in Q4 2021, closing a stake of 721 shares — an estimated $214K sold.

Baltimore-Washington Financial Advisors first reported a position in PSA in Q3 2014 and held it in 6 quarters. The position peaked at $214K in Q3 2021. 974 funds tracked by Wall St. Rank hold PSA as of Q4 2021.

Baltimore-Washington Financial Advisors reported no remaining Public Storage position as of Q4 2021 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 721 Public Storage shares in Q4 2021, an estimated $214K.
Baltimore-Washington Financial Advisors first reported a position in Public Storage in Q3 2014 and held it in 6 quarters.
Baltimore-Washington Financial Advisors's Public Storage position peaked at $214K in Q3 2021.
974 funds tracked by Wall St. Rank held Public Storage as of Q4 2021.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.