Brandywine Oak Private Wealth’s Public Storage PSA Stock Holding History

Brandywine Oak 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
2021 Q4	–	Sell	-1,042	Closed	-$308K	–	357
2021 Q3	$308K	Hold	1,042	–	–	0.04%	245
2021 Q2	$313K	Buy	+1,042	New	+$292K	0.04%	250
2020 Q4	–	Sell	-1,127	Closed	-$251K	–	276
2020 Q3	$251K	Buy	+1,127	New	+$230K	0.04%	215
2020 Q2	–	Sell	-1,366	Closed	-$275K	–	264
2020 Q1	$275K	Sell	1,366 -10	-0.7%	-$2.14K	0.06%	174
2019 Q4	$293K	Buy	1,376 +237	+21%	+$52.6K	0.05%	184
2019 Q3	$279K	Buy	+1,139	New	+$286K	0.05%	175

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Brandywine Oak Private Wealth's PSA Position: Q4 2021 in Review

Brandywine Oak Private Wealth sold out of Public Storage (PSA) in Q4 2021, closing a stake of 1,042 shares — an estimated $308K sold.

Brandywine Oak Private Wealth first reported a position in PSA in Q3 2019 and held it in 6 quarters. The position peaked at $313K in Q2 2021. 973 funds tracked by Wall St. Rank hold PSA as of Q4 2021.

Brandywine Oak Private Wealth reported no remaining Public Storage position as of Q4 2021 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,042 Public Storage shares in Q4 2021, an estimated $308K.
Brandywine Oak Private Wealth first reported a position in Public Storage in Q3 2019 and held it in 6 quarters.
Brandywine Oak Private Wealth's Public Storage position peaked at $313K in Q2 2021.
973 funds tracked by Wall St. Rank held Public Storage as of Q4 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2021, filed 7 Feb 2022.