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Coppell Advisory Solutions’s Public Storage PSA Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-17
Closed -$5.03K – 1466
2024
Q4 		$5.03K Buy
17
+7
+70% +$2.32K ﹤0.01% 1322
2024
Q3 		$3.57K Hold
10
– – ﹤0.01% 1327
2024
Q2 		$2.88K Buy
+10
New +$2.76K ﹤0.01% 1319
2023
Q4 		$915 Buy
+3
New +$796 ﹤0.01% 1430
2023
Q3 		– Sell
-3
Closed -$866 – 1464
2023
Q2 		$866 Buy
+3
New +$874 ﹤0.01% 1165

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Coppell Advisory Solutions's PSA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Public Storage (PSA) in Q1 2025, closing a stake of 17 shares — an estimated $5.03K sold.

Coppell Advisory Solutions first reported a position in PSA in Q2 2023 and held it in 5 quarters. The position peaked at $5.03K in Q4 2024. 1,148 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 17 Public Storage shares in Q1 2025, an estimated $5.03K.
  • Coppell Advisory Solutions first reported a position in Public Storage in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Public Storage position peaked at $5.03K in Q4 2024.
  • 1,148 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.