Bison Wealth’s Public Storage PSA Stock Holding History

Bison Wealth’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 Q4	–	Sell	-559	Closed	-$203K	–	399
2024 Q3	$203K	Sell	559 -140	-20%	-$45.5K	0.03%	398
2024 Q2	$203K	Hold	699	–	–	0.03%	396
2024 Q1	$203K	Sell	699 -16	-2%	-$4.59K	0.03%	397
2023 Q4	$218K	Buy	+715	New	+$190K	0.04%	366
2023 Q3	–	Sell	-760	Closed	-$222K	–	403
2023 Q2	$222K	Buy	+760	New	+$221K	0.04%	342
2023 Q1	–	Sell	-690	Closed	-$206K	–	269
2022 Q4	$206K	Buy	+690	New	+$201K	0.07%	252

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Bison Wealth's PSA Position: Q4 2024 in Review

Bison Wealth sold out of Public Storage (PSA) in Q4 2024, closing a stake of 559 shares — an estimated $203K sold.

Bison Wealth first reported a position in PSA in Q4 2022 and held it in 6 quarters. The position peaked at $222K in Q2 2023. 1,129 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Bison Wealth reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Bison Wealth sold 559 Public Storage shares in Q4 2024, an estimated $203K.
Bison Wealth first reported a position in Public Storage in Q4 2022 and held it in 6 quarters.
Bison Wealth's Public Storage position peaked at $222K in Q2 2023.
1,129 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.