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BBJS Financial Advisors’s Public Storage PSA Stock Holding History

BBJS 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
2024
Q3 		$291K Sell
799
-30
-4% -$9.74K 0.1% 40
2024
Q2 		$238K Sell
829
-2,761
-77% -$761K 0.09% 42
2024
Q1 		$1.04M Buy
3,590
+694
+24% +$199K 0.37% 32
2023
Q4 		$883K Buy
2,896
+405
+16% +$107K 0.31% 33
2023
Q3 		$656K Buy
2,491
+24
+1% +$6.73K 0.25% 39
2023
Q2 		$720K Buy
2,467
+312
+14% +$90.9K 0.29% 39
2023
Q1 		$651K Buy
2,155
+497
+30% +$146K 0.27% 34
2022
Q4 		$465K Buy
+1,658
New +$483K 0.21% 45

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BBJS Financial Advisors's PSA Position: Q3 2024 in Review

BBJS Financial Advisors reduced its Public Storage (PSA) stake by 3.6% in Q3 2024, selling an estimated $9.74K and leaving 799 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #40.

BBJS Financial Advisors first reported a position in PSA in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.04M in Q1 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • BBJS Financial Advisors held 799 shares of Public Storage worth $291K as of Q3 2024.
  • BBJS Financial Advisors sold 30 Public Storage shares in Q3 2024, an estimated $9.74K.
  • Public Storage made up 0.1% of BBJS Financial Advisors's portfolio in Q3 2024, its #40 holding.
  • BBJS Financial Advisors first reported a position in Public Storage in Q4 2022 and has held it in 8 quarters since.
  • BBJS Financial Advisors's Public Storage position peaked at $1.04M in Q1 2024.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.