Capital Asset Advisory Services’s Public Storage PSA Stock Holding History

Capital Asset Advisory Services’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	-695	Closed	-$242K	–	324
2024 Q3	$242K	Buy	+695	New	+$226K	0.01%	285
2022 Q1	–	Sell	-2,043	Closed	-$765K	–	618
2021 Q4	$765K	Sell	2,043 -31	-1%	-$10.4K	0.08%	182
2021 Q3	$616K	Buy	+2,074	New	+$651K	0.07%	215
2021 Q1	–	Sell	-277	Closed	-$64K	–	1295
2020 Q4	$64K	Buy	+277	New	+$63.5K	0.01%	556

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

Capital Asset Advisory Services's PSA Position: Q4 2024 in Review

Capital Asset Advisory Services sold out of Public Storage (PSA) in Q4 2024, closing a stake of 695 shares — an estimated $242K sold.

Capital Asset Advisory Services first reported a position in PSA in Q4 2020 and held it in 4 quarters. The position peaked at $765K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Capital Asset Advisory Services reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Capital Asset Advisory Services sold 695 Public Storage shares in Q4 2024, an estimated $242K.
Capital Asset Advisory Services first reported a position in Public Storage in Q4 2020 and held it in 4 quarters.
Capital Asset Advisory Services's Public Storage position peaked at $765K in Q4 2021.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Capital Asset Advisory Services's 13F filing for Q4 2024, filed 22 Jan 2025.