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Cassady Schiller Wealth Management’s Public Storage PSA Stock Holding History

Cassady Schiller Wealth Management’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 		$2.99K Buy
+10
New +$3.32K ﹤0.01% 508
2023
Q4 		– Sell
-20
Closed -$5.27K – 453
2023
Q3 		$5.27K Hold
20
– – ﹤0.01% 369
2023
Q2 		$5.84K Buy
+20
New +$5.83K ﹤0.01% 374
2022
Q1 		– Sell
-4
Closed -$1K – 476
2021
Q4 		$1K Buy
+4
New +$1.34K ﹤0.01% 493

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cassady Schiller Wealth Management's PSA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Public Storage (PSA) in Q4 2024: 10 shares worth $2.99K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in PSA as recently as Q3 2023.

Cassady Schiller Wealth Management first reported a position in PSA in Q4 2021 and has held it in 4 quarters since. The position peaked at $5.84K in Q2 2023. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

  • Cassady Schiller Wealth Management held 10 shares of Public Storage worth $2.99K as of Q4 2024.
  • Public Storage was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Public Storage made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #508 holding.
  • Cassady Schiller Wealth Management first reported a position in Public Storage in Q4 2021 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's Public Storage position peaked at $5.84K in Q2 2023.
  • 1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.