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Delos Wealth Advisors’s Public Storage PSA Stock Holding History

Delos Wealth 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
Q3 		– Sell
-2
Closed -$576 – 324
2024
Q2 		$576 Hold
2
– – ﹤0.01% 292
2024
Q1 		$581 Buy
+2
New +$573 ﹤0.01% 292
2023
Q2 		– Sell
-26
Closed -$7.86K – 392
2023
Q1 		$7.86K Hold
26
– – 0.01% 142
2022
Q4 		$7.29K Hold
26
– – 0.01% 158
2022
Q3 		$8K Hold
26
– – 0.01% 150
2022
Q2 		$8K Buy
+26
New +$9K 0.01% 153

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Delos Wealth Advisors's PSA Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Public Storage (PSA) in Q3 2024, closing a stake of 2 shares — an estimated $576 sold.

Delos Wealth Advisors first reported a position in PSA in Q2 2022 and held it in 6 quarters. The position peaked at $8K in Q3 2022. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 2 Public Storage shares in Q3 2024, an estimated $576.
  • Delos Wealth Advisors first reported a position in Public Storage in Q2 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Public Storage position peaked at $8K in Q3 2022.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.