Clarus Wealth Advisors’s Public Storage PSA Stock Holding History

Clarus Wealth Advisors’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	-533	Closed	-$214K	–	115
2022 Q1	$214K	Buy	+533	New	+$193K	0.13%	99
2019 Q1	–	Sell	-226	Closed	-$46K	–	724
2018 Q4	$46K	Hold	226	–	–	0.07%	270
2018 Q3	$46K	Buy	226 +4	+2%	+$863	0.03%	310
2018 Q2	$44K	Buy	+222	New	+$46.2K	0.03%	305

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

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

Norges Bank Oslo, Norway $935B AUM

Clarus Wealth Advisors's PSA Position: Q2 2022 in Review

Clarus Wealth Advisors sold out of Public Storage (PSA) in Q2 2022, closing a stake of 533 shares — an estimated $214K sold.

Clarus Wealth Advisors first reported a position in PSA in Q2 2018 and held it in 4 quarters. The position peaked at $214K in Q1 2022. 968 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

Clarus Wealth Advisors reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
Clarus Wealth Advisors sold 533 Public Storage shares in Q2 2022, an estimated $214K.
Clarus Wealth Advisors first reported a position in Public Storage in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's Public Storage position peaked at $214K in Q1 2022.
968 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Clarus Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.