BerganKDV Wealth Management’s Public Storage PSA Stock Holding History

BerganKDV 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 Q2	–	Sell	-100	Closed	-$30.2K	–	1029
2023 Q1	$30.2K	Buy	100 +98	+4,900%	+$28.8K	﹤0.01%	454
2022 Q4	$560	Buy	2 +1	+100%	+$292	﹤0.01%	941
2022 Q3	$0	Buy	+1	New	+$325	﹤0.01%	1045
2020 Q2	–	Sell	-20	Closed	-$4K	–	1057
2020 Q1	$4K	Hold	20	–	–	﹤0.01%	626
2019 Q4	$4K	Buy	+20	New	+$4.44K	﹤0.01%	673

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

BerganKDV Wealth Management's PSA Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Public Storage (PSA) in Q2 2023, closing a stake of 100 shares — an estimated $30.2K sold.

BerganKDV Wealth Management first reported a position in PSA in Q4 2019 and held it in 5 quarters. The position peaked at $30.2K in Q1 2023. 984 funds tracked by Wall St. Rank hold PSA as of Q2 2023.

BerganKDV Wealth Management reported no remaining Public Storage position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 100 Public Storage shares in Q2 2023, an estimated $30.2K.
BerganKDV Wealth Management first reported a position in Public Storage in Q4 2019 and held it in 5 quarters.
BerganKDV Wealth Management's Public Storage position peaked at $30.2K in Q1 2023.
984 funds tracked by Wall St. Rank held Public Storage as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.