BSW Wealth Partners’s Public Storage PSA Stock Holding History

BSW Wealth Partners’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
2022 Q4	–	Sell	-711	Closed	-$208K	–	326
2022 Q3	$208K	Sell	711 -52	-7%	-$16.9K	0.05%	252
2022 Q2	$239K	Buy	763 +189	+33%	+$65.4K	0.06%	224
2022 Q1	$224K	Buy	+574	New	+$208K	0.06%	253

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

BSW Wealth Partners's PSA Position: Q4 2022 in Review

BSW Wealth Partners sold out of Public Storage (PSA) in Q4 2022, closing a stake of 711 shares — an estimated $208K sold.

BSW Wealth Partners first reported a position in PSA in Q1 2022 and held it in 3 quarters. The position peaked at $239K in Q2 2022. 957 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

BSW Wealth Partners reported no remaining Public Storage position as of Q4 2022 after selling out during the quarter.
BSW Wealth Partners sold 711 Public Storage shares in Q4 2022, an estimated $208K.
BSW Wealth Partners first reported a position in Public Storage in Q1 2022 and held it in 3 quarters.
BSW Wealth Partners's Public Storage position peaked at $239K in Q2 2022.
957 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on BSW Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.