Curated Wealth Partners’s Public Storage PSA Stock Holding History

Curated Wealth Partners’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
2022 Q2	–	Sell	-820	Closed	-$306K	–	156
2022 Q1	$306K	Hold	820	–	–	0.1%	108
2021 Q4	$306K	Buy	820 +2	+0.2%	+$668	0.1%	111
2021 Q3	$243K	Buy	818 +4	+0.5%	+$1.25K	0.14%	123
2021 Q2	$245K	Buy	+814	New	+$228K	0.13%	127

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Curated Wealth Partners's PSA Position: Q2 2022 in Review

Curated Wealth Partners sold out of Public Storage (PSA) in Q2 2022, closing a stake of 820 shares — an estimated $306K sold.

Curated Wealth Partners first reported a position in PSA in Q2 2021 and held it in 4 quarters. The position peaked at $306K in Q1 2022. 969 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

Curated Wealth Partners reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
Curated Wealth Partners sold 820 Public Storage shares in Q2 2022, an estimated $306K.
Curated Wealth Partners first reported a position in Public Storage in Q2 2021 and held it in 4 quarters.
Curated Wealth Partners's Public Storage position peaked at $306K in Q1 2022.
969 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.