Column Capital Advisors’s Public Storage PSA Stock Holding History

Column Capital 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
2023 Q3	$527	Sell	2 -6	-75%	-$1.68K	﹤0.01%	750
2023 Q2	$2.33K	Hold	8	–	–	﹤0.01%	695
2023 Q1	$2.42K	Hold	8	–	–	﹤0.01%	707
2022 Q4	$2.24K	Hold	8	–	–	﹤0.01%	693
2022 Q3	$2K	Hold	8	–	–	﹤0.01%	639
2022 Q2	$3K	Hold	8	–	–	﹤0.01%	613
2022 Q1	$3K	Hold	8	–	–	﹤0.01%	627
2021 Q4	$3K	Sell	8 -7	-47%	-$2.34K	﹤0.01%	632
2021 Q3	$4K	Hold	15	–	–	﹤0.01%	574
2021 Q2	$5K	Hold	15	–	–	﹤0.01%	554
2021 Q1	$4K	Hold	15	–	–	﹤0.01%	560
2020 Q4	$3K	Hold	15	–	–	﹤0.01%	580
2020 Q3	$3K	Sell	15 -39	-72%	-$7.97K	﹤0.01%	570
2020 Q2	$10K	Hold	54	–	–	﹤0.01%	479
2020 Q1	$11K	Buy	54 +39	+260%	+$8.35K	﹤0.01%	377
2019 Q4	$3K	Buy	+15	New	+$3.33K	﹤0.01%	586

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Column Capital Advisors's PSA Position: Q3 2023 in Review

Column Capital Advisors reduced its Public Storage (PSA) stake by 75% in Q3 2023, selling an estimated $1.68K and leaving 2 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Column Capital Advisors first reported a position in PSA in Q4 2019 and has held it in 16 quarters since. The position peaked at $11K in Q1 2020. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Column Capital Advisors held 2 shares of Public Storage worth $527 as of Q3 2023.
Column Capital Advisors sold 6 Public Storage shares in Q3 2023, an estimated $1.68K.
Public Storage made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #750 holding.
Column Capital Advisors first reported a position in Public Storage in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Public Storage position peaked at $11K in Q1 2020.
978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.