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Blue Chip Wealth Management’s Public Storage PSA Stock Holding History

Blue Chip 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
2019
Q4 		– Sell
-1,092
Closed -$268K – 103
2019
Q3 		$268K Buy
+1,092
New +$274K 0.28% 78

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Blue Chip Wealth Management's PSA Position: Q4 2019 in Review

Blue Chip Wealth Management sold out of Public Storage (PSA) in Q4 2019, closing a stake of 1,092 shares — an estimated $268K sold.

Blue Chip Wealth Management first reported a position in PSA in Q3 2019 and held it in 1 quarter. The position peaked at $268K in Q3 2019. 757 funds tracked by Wall St. Rank hold PSA as of Q4 2019.

  • Blue Chip Wealth Management reported no remaining Public Storage position as of Q4 2019 after selling out during the quarter.
  • Blue Chip Wealth Management sold 1,092 Public Storage shares in Q4 2019, an estimated $268K.
  • Blue Chip Wealth Management first reported a position in Public Storage in Q3 2019 and held it in 1 quarter.
  • Blue Chip Wealth Management's Public Storage position peaked at $268K in Q3 2019.
  • 757 funds tracked by Wall St. Rank held Public Storage as of Q4 2019.

Based on Blue Chip Wealth Management's 13F filing for Q4 2019, filed 7 Feb 2020.