Cresta Advisors’s Public Storage PSA Stock Holding History

Cresta Advisors’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 Q1	–	Sell	-1,300	Closed	-$397K	–	50
2023 Q4	$397K	Buy	1,300 +300	+30%	+$79.6K	0.26%	43
2023 Q3	$264K	Buy	+1,000	New	+$280K	0.2%	43

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Cresta Advisors's PSA Position: Q1 2024 in Review

Cresta Advisors sold out of Public Storage (PSA) in Q1 2024, closing a stake of 1,300 shares — an estimated $397K sold.

Cresta Advisors first reported a position in PSA in Q3 2023 and held it in 2 quarters. The position peaked at $397K in Q4 2023. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Cresta Advisors reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Cresta Advisors sold 1,300 Public Storage shares in Q1 2024, an estimated $397K.
Cresta Advisors first reported a position in Public Storage in Q3 2023 and held it in 2 quarters.
Cresta Advisors's Public Storage position peaked at $397K in Q4 2023.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Cresta Advisors's 13F filing for Q1 2024, filed 2 May 2024.