Castle Wealth Management’s Public Storage PSA Stock Holding History

Castle 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
2022 Q4	–	Sell	-6	Closed	-$2K	–	479
2022 Q3	$2K	Hold	6	–	–	﹤0.01%	585
2022 Q2	$2K	Buy	+6	New	+$2.08K	﹤0.01%	579

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

Castle Wealth Management's PSA Position: Q4 2022 in Review

Castle Wealth Management sold out of Public Storage (PSA) in Q4 2022, closing a stake of 6 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in PSA in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 957 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

Castle Wealth Management reported no remaining Public Storage position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 6 Public Storage shares in Q4 2022, an estimated $2K.
Castle Wealth Management first reported a position in Public Storage in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Public Storage position peaked at $2K in Q3 2022.
957 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.