CSat Investment Advisory’s Public Storage PSA Stock Holding History

CSat Investment Advisory’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
2021 Q1	$23K	Buy	92 +13	+16%	+$3.03K	0.02%	355
2020 Q4	$18K	Sell	79 -495	-86%	-$113K	0.02%	357
2020 Q3	$128K	Sell	574 -255	-31%	-$52.1K	0.01%	378
2020 Q2	$159K	Buy	829 +99	+14%	+$19.1K	0.02%	356
2020 Q1	$145K	Buy	730 +238	+48%	+$51K	0.03%	286
2019 Q4	$104K	Buy	492 +138	+39%	+$30.6K	0.03%	350
2019 Q3	$86K	Buy	354 +55	+18%	+$13.8K	0.03%	346
2019 Q2	$71K	Buy	299 +256	+595%	+$58.7K	0.03%	367
2019 Q1	$9K	Buy	43 +2	+5%	+$419	﹤0.01%	446
2018 Q4	$8K	Buy	41 +8	+24%	+$1.63K	﹤0.01%	443
2018 Q3	$7K	Buy	33 +8	+32%	+$1.73K	﹤0.01%	430
2018 Q2	$6K	Buy	+25	New	+$5.21K	﹤0.01%	441

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CSat Investment Advisory's PSA Position: Q1 2021 in Review

CSat Investment Advisory increased its Public Storage (PSA) stake by 16% in Q1 2021, buying an estimated $3.03K and bringing the position to 92 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #355.

CSat Investment Advisory first reported a position in PSA in Q2 2018 and has held it in 12 quarters since. The position peaked at $159K in Q2 2020. 802 funds tracked by Wall St. Rank hold PSA as of Q1 2021.

CSat Investment Advisory held 92 shares of Public Storage worth $23K as of Q1 2021.
CSat Investment Advisory bought 13 Public Storage shares in Q1 2021, an estimated $3.03K.
Public Storage made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #355 holding.
CSat Investment Advisory first reported a position in Public Storage in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Public Storage position peaked at $159K in Q2 2020.
802 funds tracked by Wall St. Rank held Public Storage as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.