Destination Wealth Management’s Public Storage PSA Stock Holding History

Destination 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 Q1	–	Sell	-714	Closed	-$267K	–	208
2021 Q4	$267K	Buy	+714	New	+$238K	0.01%	178
2019 Q3	–	Sell	-332	Closed	-$79K	–	411
2019 Q2	$79K	Hold	332	–	–	﹤0.01%	215
2019 Q1	$72K	Hold	332	–	–	﹤0.01%	222
2018 Q4	$67K	Hold	332	–	–	﹤0.01%	227
2018 Q3	$67K	Sell	332 -33	-9%	-$7.12K	﹤0.01%	251
2018 Q2	$83K	Sell	365 -30	-8%	-$6.25K	0.01%	207
2018 Q1	$79K	Buy	+395	New	+$77K	﹤0.01%	210

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Destination Wealth Management's PSA Position: Q1 2022 in Review

Destination Wealth Management sold out of Public Storage (PSA) in Q1 2022, closing a stake of 714 shares — an estimated $267K sold.

Destination Wealth Management first reported a position in PSA in Q1 2018 and held it in 7 quarters. The position peaked at $267K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

Destination Wealth Management reported no remaining Public Storage position as of Q1 2022 after selling out during the quarter.
Destination Wealth Management sold 714 Public Storage shares in Q1 2022, an estimated $267K.
Destination Wealth Management first reported a position in Public Storage in Q1 2018 and held it in 7 quarters.
Destination Wealth Management's Public Storage position peaked at $267K in Q4 2021.
1,013 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Destination Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.