Concourse Financial Group Securities’s PS Business Parks, Inc. PSB Stock Holding History

Concourse Financial Group Securities’s Portfolio PSB Stock Details PSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-21	Closed	-$4K	–	2355
2022 Q2	$4K	Sell	21 -2	-9%	-$364	﹤0.01%	1938
2022 Q1	$4K	Buy	23 +12	+109%	+$1.98K	﹤0.01%	1929
2021 Q4	$2K	Hold	11	–	–	﹤0.01%	2251
2021 Q3	$2K	Sell	11 -2	-15%	-$309	﹤0.01%	2273
2021 Q2	$2K	Hold	13	–	–	﹤0.01%	2249
2021 Q1	$2K	Buy	13 +2	+18%	+$287	﹤0.01%	2188
2020 Q4	$1K	Buy	+11	New	+$1.42K	﹤0.01%	2265
2020 Q2	–	Sell	-20	Closed	-$2.57K	–	2322
2020 Q1	$3K	Hold	20	–	–	﹤0.01%	1834
2019 Q4	$3K	Hold	20	–	–	﹤0.01%	1836
2019 Q3	$4K	Hold	20	–	–	﹤0.01%	1412
2019 Q2	$3K	Hold	20	–	–	﹤0.01%	1944
2019 Q1	$3K	Buy	+20	New	+$2.91K	﹤0.01%	1974

Other funds holding PSB

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Concourse Financial Group Securities's PSB Position: Q3 2022 in Review

Concourse Financial Group Securities sold out of PS Business Parks, Inc. (PSB) in Q3 2022, closing a stake of 21 shares — an estimated $4K sold.

Concourse Financial Group Securities first reported a position in PSB in Q1 2019 and held it in 12 quarters. The position peaked at $4K in Q2 2022. 2 funds tracked by Wall St. Rank hold PSB as of Q3 2022.

Concourse Financial Group Securities reported no remaining PS Business Parks, Inc. position as of Q3 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 21 PS Business Parks, Inc. shares in Q3 2022, an estimated $4K.
Concourse Financial Group Securities first reported a position in PS Business Parks, Inc. in Q1 2019 and held it in 12 quarters.
Concourse Financial Group Securities's PS Business Parks, Inc. position peaked at $4K in Q2 2022.
2 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q3 2022.

Based on Concourse Financial Group Securities's 13F filing for Q3 2022, filed 15 Nov 2022.