Concord Wealth Partners’s Public Storage PSA Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-258	Closed	-$74.8K	–	903
2024 Q1	$74.8K	Hold	258	–	–	0.01%	301
2023 Q4	$78.7K	Hold	258	–	–	0.02%	304
2023 Q3	$68K	Hold	258	–	–	0.01%	332
2023 Q2	$75.3K	Hold	258	–	–	0.02%	306
2023 Q1	$78K	Hold	258	–	–	0.02%	283
2022 Q4	$72.3K	Buy	+258	New	+$75.2K	0.02%	303
2022 Q3	–	Sell	-333	Closed	-$104K	–	875
2022 Q2	$104K	Hold	333	–	–	0.03%	259
2022 Q1	$130K	Buy	333 +62	+23%	+$22.5K	0.03%	256
2021 Q4	$102K	Buy	+271	New	+$90.5K	0.03%	307
2021 Q3	–	Sell	-258	Closed	-$78K	–	1002
2021 Q2	$78K	Sell	258 -4	-2%	-$1.12K	0.02%	275
2021 Q1	$65K	Buy	262 +4	+2%	+$932	0.02%	293
2020 Q4	$60K	Buy	+258	New	+$59.1K	0.05%	183

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Concord Wealth Partners's PSA Position: Q2 2024 in Review

Concord Wealth Partners sold out of Public Storage (PSA) in Q2 2024, closing a stake of 258 shares — an estimated $74.8K sold.

Concord Wealth Partners first reported a position in PSA in Q4 2020 and held it in 12 quarters. The position peaked at $130K in Q1 2022. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

Concord Wealth Partners reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
Concord Wealth Partners sold 258 Public Storage shares in Q2 2024, an estimated $74.8K.
Concord Wealth Partners first reported a position in Public Storage in Q4 2020 and held it in 12 quarters.
Concord Wealth Partners's Public Storage position peaked at $130K in Q1 2022.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.