Curtis Advisory Group’s Public Storage PSA Stock Holding History

Curtis Advisory Group’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 Q4	–	Sell	-642	Closed	-$234K	–	100
2024 Q3	$234K	Sell	642 -88	-12%	-$28.6K	0.07%	92
2024 Q2	$210K	Sell	730 -21	-3%	-$5.79K	0.07%	90
2024 Q1	$218K	Sell	751 -19	-2%	-$5.45K	0.08%	91
2023 Q4	$235K	Hold	770	–	–	0.11%	86
2023 Q3	$203K	Sell	770 -142	-16%	-$39.8K	0.07%	83
2023 Q2	$266K	Hold	912	–	–	0.09%	76
2023 Q1	$276K	Buy	912 +42	+5%	+$12.3K	0.1%	73
2022 Q4	$244K	Sell	870 -20	-2%	-$5.83K	0.1%	77
2022 Q3	$261K	Hold	890	–	–	0.11%	74
2022 Q2	$278K	Sell	890 -40	-4%	-$13.8K	0.11%	72
2022 Q1	$363K	Hold	930	–	–	0.12%	58
2021 Q4	$348K	Sell	930 -82	-8%	-$27.4K	0.11%	64
2021 Q3	$301K	Hold	1,012	–	–	0.11%	63
2021 Q2	$304K	Buy	1,012 +132	+15%	+$37K	0.13%	60
2021 Q1	$217K	Hold	880	–	–	0.1%	72
2020 Q4	$203K	Buy	+880	New	+$202K	0.1%	74

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Curtis Advisory Group's PSA Position: Q4 2024 in Review

Curtis Advisory Group sold out of Public Storage (PSA) in Q4 2024, closing a stake of 642 shares — an estimated $234K sold.

Curtis Advisory Group first reported a position in PSA in Q4 2020 and held it in 16 quarters. The position peaked at $363K in Q1 2022. 1,129 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Curtis Advisory Group reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Curtis Advisory Group sold 642 Public Storage shares in Q4 2024, an estimated $234K.
Curtis Advisory Group first reported a position in Public Storage in Q4 2020 and held it in 16 quarters.
Curtis Advisory Group's Public Storage position peaked at $363K in Q1 2022.
1,129 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Curtis Advisory Group's 13F filing for Q4 2024, filed 4 Feb 2025.