BOK Financial Private Wealth’s Public Storage PSA Stock Holding History

BOK Financial Private 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	-142	Closed	-$51.7K	–	675
2024 Q3	$51.7K	Buy	+142	New	+$46.1K	﹤0.01%	256
2022 Q3	–	Sell	-85	Closed	-$27K	–	380
2022 Q2	$27K	Sell	85 -570	-87%	-$197K	﹤0.01%	295
2022 Q1	$256K	Buy	655 +102	+18%	+$37K	0.02%	263
2021 Q4	$207K	Buy	+553	New	+$185K	0.01%	291

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

BOK Financial Private Wealth's PSA Position: Q4 2024 in Review

BOK Financial Private Wealth sold out of Public Storage (PSA) in Q4 2024, closing a stake of 142 shares — an estimated $51.7K sold.

BOK Financial Private Wealth first reported a position in PSA in Q4 2021 and held it in 4 quarters. The position peaked at $256K in Q1 2022. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

BOK Financial Private Wealth reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
BOK Financial Private Wealth sold 142 Public Storage shares in Q4 2024, an estimated $51.7K.
BOK Financial Private Wealth first reported a position in Public Storage in Q4 2021 and held it in 4 quarters.
BOK Financial Private Wealth's Public Storage position peaked at $256K in Q1 2022.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on BOK Financial Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.