Connectus Wealth’s Public Storage PSA Stock Holding History

Connectus Wealth’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 Q4	–	Sell	-5,923	Closed	-$1.59M	–	532
2023 Q3	$1.59M	Sell	5,923 -8,876	-60%	-$2.49M	0.04%	281
2023 Q2	$4.34M	Buy	14,799 +4,149	+39%	+$1.21M	0.1%	151
2023 Q1	$3.23M	Buy	+10,650	New	+$3.13M	0.08%	179
2022 Q2	–	Sell	-3,227	Closed	-$1.21M	–	465
2022 Q1	$1.21M	Buy	+3,227	New	+$1.17M	0.04%	216

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Connectus Wealth's PSA Position: Q4 2023 in Review

Connectus Wealth sold out of Public Storage (PSA) in Q4 2023, closing a stake of 5,923 shares — an estimated $1.59M sold.

Connectus Wealth first reported a position in PSA in Q1 2022 and held it in 4 quarters. The position peaked at $4.34M in Q2 2023. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

Connectus Wealth reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
Connectus Wealth sold 5,923 Public Storage shares in Q4 2023, an estimated $1.59M.
Connectus Wealth first reported a position in Public Storage in Q1 2022 and held it in 4 quarters.
Connectus Wealth's Public Storage position peaked at $4.34M in Q2 2023.
1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.