Core Wealth Advisors (Florida)’s Public Storage PSA Stock Holding History

Core Wealth Advisors (Florida)’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	-100	Closed	-$29K	–	193
2024 Q1	$29K	Hold	100	–	–	0.01%	124
2023 Q4	$30.5K	Buy	+100	New	+$26.5K	0.01%	116

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

Core Wealth Advisors (Florida)'s PSA Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Public Storage (PSA) in Q2 2024, closing a stake of 100 shares — an estimated $29K sold.

Core Wealth Advisors (Florida) first reported a position in PSA in Q4 2023 and held it in 2 quarters. The position peaked at $30.5K in Q4 2023. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 100 Public Storage shares in Q2 2024, an estimated $29K.
Core Wealth Advisors (Florida) first reported a position in Public Storage in Q4 2023 and held it in 2 quarters.
Core Wealth Advisors (Florida)'s Public Storage position peaked at $30.5K in Q4 2023.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.