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CIC Wealth’s Public Storage PSA Stock Holding History

CIC Wealth’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
Q3 		$982K Buy
2,698
+56
+2% +$18.2K 0.25% 74
2024
Q2 		$760K Sell
2,642
-206
-7% -$56.8K 0.21% 79
2024
Q1 		$826K Sell
2,848
-174
-6% -$49.9K 0.24% 75
2023
Q4 		$922K Sell
3,022
-372
-11% -$98.7K 0.29% 68
2023
Q3 		$894K Sell
3,394
-157
-4% -$44K 0.32% 64
2023
Q2 		$1.04M Buy
3,551
+716
+25% +$209K 0.36% 59
2023
Q1 		$857K Buy
2,835
+1
+0% +$294 0.32% 65
2022
Q4 		$794K Buy
+2,834
New +$826K 0.33% 65

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CIC Wealth's PSA Position: Q3 2024 in Review

CIC Wealth increased its Public Storage (PSA) stake by 2.1% in Q3 2024, buying an estimated $18.2K and bringing the position to 2,698 shares worth $982K. The position accounts for 0.25% of the portfolio, ranked #74.

CIC Wealth first reported a position in PSA in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2023. 1,132 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • CIC Wealth held 2,698 shares of Public Storage worth $982K as of Q3 2024.
  • CIC Wealth bought 56 Public Storage shares in Q3 2024, an estimated $18.2K.
  • Public Storage made up 0.25% of CIC Wealth's portfolio in Q3 2024, its #74 holding.
  • CIC Wealth first reported a position in Public Storage in Q4 2022 and has held it in 8 quarters since.
  • CIC Wealth's Public Storage position peaked at $1.04M in Q2 2023.
  • 1,132 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.