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Beacon Financial Group’s Public Storage PSA Stock Holding History

Beacon Financial Group’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
2020
Q1 		– Sell
-2,061
Closed -$439K – 182
2019
Q4 		$439K Buy
2,061
+548
+36% +$122K 0.06% 160
2019
Q3 		$371K Sell
1,513
-59
-4% -$14.8K 0.06% 158
2019
Q2 		$374K Hold
1,572
– – 0.06% 159
2019
Q1 		$342K Buy
1,572
+16
+1% +$3.35K 0.06% 152
2018
Q4 		$314K Sell
1,556
-80
-5% -$16.3K 0.06% 156
2018
Q3 		$330K Sell
1,636
-76
-4% -$16.4K 0.06% 157
2018
Q2 		$388K Sell
1,712
-95
-5% -$19.8K 0.07% 147
2018
Q1 		$362K Buy
+1,807
New +$352K 0.06% 158
2013
Q4 		– Sell
-3,000
Closed -$605K – 188
2013
Q3 		$605K Buy
+3,000
New +$475K 0.13% 112

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Beacon Financial Group's PSA Position: Q1 2020 in Review

Beacon Financial Group sold out of Public Storage (PSA) in Q1 2020, closing a stake of 2,061 shares — an estimated $439K sold.

Beacon Financial Group first reported a position in PSA in Q3 2013 and held it in 9 quarters. The position peaked at $605K in Q3 2013. 723 funds tracked by Wall St. Rank hold PSA as of Q1 2020.

  • Beacon Financial Group reported no remaining Public Storage position as of Q1 2020 after selling out during the quarter.
  • Beacon Financial Group sold 2,061 Public Storage shares in Q1 2020, an estimated $439K.
  • Beacon Financial Group first reported a position in Public Storage in Q3 2013 and held it in 9 quarters.
  • Beacon Financial Group's Public Storage position peaked at $605K in Q3 2013.
  • 723 funds tracked by Wall St. Rank held Public Storage as of Q1 2020.

Based on Beacon Financial Group's 13F filing for Q1 2020, filed 29 Jun 2020.