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Braun-Bostich & Associates’s Public Storage PSA Stock Holding History

Braun-Bostich & Associates’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
2020
Q4 		– Sell
-148
Closed -$33K – 170
2020
Q3 		$33K Sell
148
-92
-38% -$18.8K 0.03% 176
2020
Q2 		$46K Sell
240
-51
-18% -$9.84K 0.04% 136
2020
Q1 		$57K Hold
291
– – 0.07% 127
2019
Q4 		$62K Buy
+291
New +$64.6K 0.06% 140
2019
Q3 		– Sell
-481
Closed -$115K – 246
2019
Q2 		$115K Sell
481
-429
-47% -$98.4K 0.12% 125
2019
Q1 		$198K Sell
910
-1,483
-62% -$310K 0.21% 99
2018
Q4 		$484K Buy
2,393
+41
+2% +$8.37K 0.51% 69
2018
Q3 		$474K Buy
2,352
+8
+0.3% +$1.73K 0.46% 75
2018
Q2 		$532K Hold
2,344
– – 0.53% 68
2018
Q1 		$470K Buy
2,344
+526
+29% +$102K 0.41% 80
2017
Q4 		$380K Buy
+1,818
New +$384K 0.32% 89

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Braun-Bostich & Associates's PSA Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Public Storage (PSA) in Q4 2020, closing a stake of 148 shares — an estimated $33K sold.

Braun-Bostich & Associates first reported a position in PSA in Q4 2017 and held it in 11 quarters. The position peaked at $532K in Q2 2018. 793 funds tracked by Wall St. Rank hold PSA as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining Public Storage position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 148 Public Storage shares in Q4 2020, an estimated $33K.
  • Braun-Bostich & Associates first reported a position in Public Storage in Q4 2017 and held it in 11 quarters.
  • Braun-Bostich & Associates's Public Storage position peaked at $532K in Q2 2018.
  • 793 funds tracked by Wall St. Rank held Public Storage as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.