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Benjamin F. Edwards & Company’s Public Storage PSA Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$2.37M Buy
8,248
+758
+10% +$209K 0.04% 337
2024
Q1 		$2.17M Buy
7,490
+103
+1% +$29.5K 0.04% 351
2023
Q4 		$2.25M Buy
7,387
+7,285
+7,142% +$1.93M 0.05% 319
2023
Q3 		$27K Hold
102
– – ﹤0.01% 1194
2023
Q2 		$30K Hold
102
– – ﹤0.01% 1192
2023
Q1 		$31K Sell
102
-135
-57% -$39.7K ﹤0.01% 1192
2022
Q4 		$66K Buy
237
+14
+6% +$4.08K ﹤0.01% 1012
2022
Q3 		$65K Buy
223
+120
+117% +$39K ﹤0.01% 985
2022
Q2 		$32K Hold
103
– – ﹤0.01% 1143
2022
Q1 		$40K Buy
103
+88
+587% +$31.9K ﹤0.01% 1081
2021
Q4 		$6K Buy
+15
New +$5.01K ﹤0.01% 1495
2020
Q1 		– Sell
-12
Closed -$3K – 1845
2019
Q4 		$3K Buy
+12
New +$2.66K ﹤0.01% 1731
2019
Q2 		– Sell
-66
Closed -$14K – 1965
2019
Q1 		$14K Hold
66
– – ﹤0.01% 1237
2018
Q4 		$13K Hold
66
– – ﹤0.01% 1215
2018
Q3 		$13K Hold
66
– – ﹤0.01% 1225
2018
Q2 		$15K Hold
66
– – ﹤0.01% 1175
2018
Q1 		$13K Buy
+66
New +$12.9K ﹤0.01% 1199
2017
Q4 		– Sell
-1
Closed – – 1619
2017
Q3 		$0 Buy
+1
New +$207 ﹤0.01% 1573
2016
Q1 		– Sell
-705
Closed -$175K – 1178
2015
Q4 		$175K Hold
705
– – 0.04% 325
2015
Q3 		$149K Buy
+705
New +$144K 0.03% 347
2015
Q2 		– Sell
-3,685
Closed -$726K – 1188
2015
Q1 		$726K Sell
3,685
-555
-13% -$110K 0.15% 144
2014
Q4 		$784K Buy
4,240
+255
+6% +$46.2K 0.18% 125
2014
Q3 		$661K Buy
3,985
+1,360
+52% +$234K 0.16% 146
2014
Q2 		$450K Buy
2,625
+2,525
+2,525% +$433K 0.11% 181
2014
Q1 		$17K Buy
100
+90
+900% +$14.6K ﹤0.01% 613
2013
Q4 		$2K Buy
+10
New +$1.6K ﹤0.01% 881

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Benjamin F. Edwards & Company's PSA Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Public Storage (PSA) stake by 10% in Q2 2024, buying an estimated $209K and bringing the position to 8,248 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #337.

Benjamin F. Edwards & Company first reported a position in PSA in Q4 2013 and has held it in 26 quarters since. 1,067 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

  • Benjamin F. Edwards & Company held 8,248 shares of Public Storage worth $2.37M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 758 Public Storage shares in Q2 2024, an estimated $209K.
  • Public Storage made up 0.04% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #337 holding.
  • Benjamin F. Edwards & Company first reported a position in Public Storage in Q4 2013 and has held it in 26 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.