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Capital Bank & Trust’s Public Storage PSA Stock Holding History

Capital Bank & Trust’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
Q2 		– Sell
-1,210
Closed -$299K – 307
2021
Q1 		$299K Sell
1,210
-16,531
-93% -$3.85M ﹤0.01% 299
2020
Q4 		$4.1M Sell
17,741
-508
-3% -$116K 0.05% 154
2020
Q3 		$4.06M Buy
18,249
+151
+0.8% +$30.9K 0.05% 147
2020
Q2 		$3.47M Buy
+18,098
New +$3.49M 0.05% 151
2019
Q4 		– Sell
-10
Closed -$2K – 814
2019
Q3 		$2K Buy
+10
New +$2.51K ﹤0.01% 727
2018
Q4 		– Sell
-166
Closed -$33K – 804
2018
Q3 		$33K Buy
+166
New +$35.8K ﹤0.01% 512

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Bank & Trust's PSA Position: Q2 2021 in Review

Capital Bank & Trust sold out of Public Storage (PSA) in Q2 2021, closing a stake of 1,210 shares — an estimated $299K sold.

Capital Bank & Trust first reported a position in PSA in Q3 2018 and held it in 6 quarters. The position peaked at $4.1M in Q4 2020. 833 funds tracked by Wall St. Rank hold PSA as of Q2 2021.

  • Capital Bank & Trust reported no remaining Public Storage position as of Q2 2021 after selling out during the quarter.
  • Capital Bank & Trust sold 1,210 Public Storage shares in Q2 2021, an estimated $299K.
  • Capital Bank & Trust first reported a position in Public Storage in Q3 2018 and held it in 6 quarters.
  • Capital Bank & Trust's Public Storage position peaked at $4.1M in Q4 2020.
  • 833 funds tracked by Wall St. Rank held Public Storage as of Q2 2021.

Based on Capital Bank & Trust's 13F filing for Q2 2021, filed 16 Aug 2021.