Curi Wealth Management’s Public Storage PSA Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-1	Closed	–	–	571
2022 Q2	$0	Hold	1	–	–	﹤0.01%	708
2022 Q1	$0	Hold	1	–	–	﹤0.01%	622
2021 Q4	$0	Buy	+1	New	+$334	﹤0.01%	579

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Curi Wealth Management's PSA Position: Q3 2022 in Review

Curi Wealth Management sold out of Public Storage (PSA) in Q3 2022, closing a stake of 1 share.

Curi Wealth Management first reported a position in PSA in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

Curi Wealth Management reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 1 Public Storage share in Q3 2022.
Curi Wealth Management first reported a position in Public Storage in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's Public Storage position peaked at $0 in Q2 2022.
932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.