Denver PWM’s Public Storage PSA Stock Holding History

Denver PWM’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	-4	Closed	-$1.15K	–	213
2024 Q2	$1.15K	Buy	+4	New	+$1.1K	﹤0.01%	217

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Norges Bank Oslo, Norway $935B AUM

Denver PWM's PSA Position: Q3 2024 in Review

Denver PWM sold out of Public Storage (PSA) in Q3 2024, closing a stake of 4 shares — an estimated $1.15K sold.

Denver PWM first reported a position in PSA in Q2 2024 and held it in 1 quarter. The position peaked at $1.15K in Q2 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

Denver PWM reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
Denver PWM sold 4 Public Storage shares in Q3 2024, an estimated $1.15K.
Denver PWM first reported a position in Public Storage in Q2 2024 and held it in 1 quarter.
Denver PWM's Public Storage position peaked at $1.15K in Q2 2024.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Denver PWM's 13F filing for Q3 2024, filed 31 Oct 2024.