Baystate Wealth Management’s Public Storage PSA Stock Holding History

Baystate 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
2023 Q4	$18.4K	Hold	60	–	–	﹤0.01%	577
2023 Q3	$15.9K	Hold	60	–	–	﹤0.01%	504
2023 Q2	$17.6K	Buy	60 +24	+67%	+$6.99K	﹤0.01%	479
2023 Q1	$11K	Buy	36 +24	+200%	+$7.06K	﹤0.01%	549
2022 Q4	$3K	Hold	12	–	–	﹤0.01%	751
2022 Q3	$4K	Buy	12 +1	+9%	+$325	﹤0.01%	668
2022 Q2	$4K	Hold	11	–	–	﹤0.01%	690
2022 Q1	$4K	Hold	11	–	–	﹤0.01%	687
2021 Q4	$4K	Hold	11	–	–	﹤0.01%	683
2021 Q3	$3K	Hold	11	–	–	﹤0.01%	655
2021 Q2	$3K	Hold	11	–	–	﹤0.01%	622
2021 Q1	$3K	Hold	11	–	–	﹤0.01%	567
2020 Q4	$3K	Hold	11	–	–	﹤0.01%	540
2020 Q3	$2K	Buy	11 +1	+10%	+$204	﹤0.01%	546
2020 Q2	$2K	Sell	10 -1	-9%	-$193	﹤0.01%	558
2020 Q1	$2K	Hold	11	–	–	﹤0.01%	510
2019 Q4	$2K	Hold	11	–	–	﹤0.01%	534
2019 Q3	$3K	Buy	11 +1	+10%	+$251	﹤0.01%	458
2019 Q2	$2K	Sell	10 -25	-71%	-$5.73K	﹤0.01%	500
2019 Q1	$8K	Buy	35 +25	+250%	+$5.23K	﹤0.01%	405
2018 Q4	$2K	Hold	10	–	–	﹤0.01%	518
2018 Q3	$2K	Hold	10	–	–	﹤0.01%	533
2018 Q2	$2K	Hold	10	–	–	﹤0.01%	554
2018 Q1	$2K	Sell	10 -61	-86%	-$11.9K	﹤0.01%	516
2017 Q4	$14K	Hold	71	–	–	﹤0.01%	337
2017 Q3	$15K	Buy	71 +61	+610%	+$12.6K	﹤0.01%	312
2017 Q2	$2K	Hold	10	–	–	﹤0.01%	509
2017 Q1	$2K	Buy	+10	New	+$2.21K	﹤0.01%	474

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baystate Wealth Management's PSA Position: Q4 2023 in Review

Baystate Wealth Management held its Public Storage (PSA) position steady in Q4 2023 at 60 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Baystate Wealth Management first reported a position in PSA in Q1 2017 and has held it in 28 quarters since. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

Baystate Wealth Management held 60 shares of Public Storage worth $18.4K as of Q4 2023.
Baystate Wealth Management left its Public Storage share count unchanged in Q4 2023.
Public Storage made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #577 holding.
Baystate Wealth Management first reported a position in Public Storage in Q1 2017 and has held it in 28 quarters since.
1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.