BDO Wealth Advisors’s Public Storage PSA Stock Holding History

BDO Wealth 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
2023 Q2	$17.5K	Buy	60 +25	+71%	+$7.29K	﹤0.01%	597
2023 Q1	$10.6K	Hold	35	–	–	﹤0.01%	692
2022 Q4	$9.81K	Hold	35	–	–	﹤0.01%	684
2022 Q3	$10K	Sell	35 -40	-53%	-$13K	﹤0.01%	712
2022 Q2	$23K	Sell	75 -10	-12%	-$3.46K	﹤0.01%	534
2022 Q1	$33K	Hold	85	–	–	﹤0.01%	503
2021 Q4	$32K	Buy	85 +50	+143%	+$16.7K	﹤0.01%	532
2021 Q3	$10K	Hold	35	–	–	﹤0.01%	730
2021 Q2	$11K	Hold	35	–	–	﹤0.01%	736
2021 Q1	$9K	Buy	+35	New	+$8.15K	﹤0.01%	754
2018 Q3	–	Sell	-2	Closed	–	–	651
2018 Q2	$0	Hold	2	–	–	﹤0.01%	679
2018 Q1	$0	Hold	2	–	–	﹤0.01%	603
2017 Q4	$0	Buy	+2	New	+$423	﹤0.01%	491

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BDO Wealth Advisors's PSA Position: Q2 2023 in Review

BDO Wealth Advisors increased its Public Storage (PSA) stake by 71% in Q2 2023, buying an estimated $7.29K and bringing the position to 60 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

BDO Wealth Advisors first reported a position in PSA in Q4 2017 and has held it in 13 quarters since. The position peaked at $33K in Q1 2022. 984 funds tracked by Wall St. Rank hold PSA as of Q2 2023.

BDO Wealth Advisors held 60 shares of Public Storage worth $17.5K as of Q2 2023.
BDO Wealth Advisors bought 25 Public Storage shares in Q2 2023, an estimated $7.29K.
Public Storage made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #597 holding.
BDO Wealth Advisors first reported a position in Public Storage in Q4 2017 and has held it in 13 quarters since.
BDO Wealth Advisors's Public Storage position peaked at $33K in Q1 2022.
984 funds tracked by Wall St. Rank held Public Storage as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.