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Comprehensive Financial Consultants Institutional’s Public Storage PSA Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q3 		– Sell
-681
Closed -$209K – 157
2022
Q2 		$209K Buy
+681
New +$236K 0.15% 145

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Comprehensive Financial Consultants Institutional's PSA Position: Q3 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Public Storage (PSA) in Q3 2022, closing a stake of 681 shares — an estimated $209K sold.

Comprehensive Financial Consultants Institutional first reported a position in PSA in Q2 2022 and held it in 1 quarter. The position peaked at $209K in Q2 2022. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 681 Public Storage shares in Q3 2022, an estimated $209K.
  • Comprehensive Financial Consultants Institutional first reported a position in Public Storage in Q2 2022 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Public Storage position peaked at $209K in Q2 2022.
  • 932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2022, filed 14 Nov 2022.