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Carl Stuart Investment Advisor’s Public Storage PSA Stock Holding History

Carl Stuart Investment Advisor’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
Q2 		– Sell
-609
Closed -$2.38M – 83
2022
Q1 		$2.38M Hold
609
– – 0.17% 22
2021
Q4 		$228K Buy
+609
New +$203K 0.17% 25

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carl Stuart Investment Advisor's PSA Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Public Storage (PSA) in Q2 2022, closing a stake of 609 shares — an estimated $2.38M sold.

Carl Stuart Investment Advisor first reported a position in PSA in Q4 2021 and held it in 2 quarters. The position peaked at $2.38M in Q1 2022. 968 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 609 Public Storage shares in Q2 2022, an estimated $2.38M.
  • Carl Stuart Investment Advisor first reported a position in Public Storage in Q4 2021 and held it in 2 quarters.
  • Carl Stuart Investment Advisor's Public Storage position peaked at $2.38M in Q1 2022.
  • 968 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.