Elmwood Wealth Management’s Public Storage PSA Stock Holding History

Elmwood 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	-200	Closed	-$75K	–	265
2021 Q4	$75K	Buy	+200	New	+$66.8K	0.04%	169

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

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

Elmwood Wealth Management sold out of Public Storage (PSA) in Q1 2022, closing a stake of 200 shares — an estimated $75K sold.

Elmwood Wealth Management first reported a position in PSA in Q4 2021 and held it in 1 quarter. The position peaked at $75K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

Elmwood Wealth Management reported no remaining Public Storage position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 200 Public Storage shares in Q1 2022, an estimated $75K.
Elmwood Wealth Management first reported a position in Public Storage in Q4 2021 and held it in 1 quarter.
Elmwood Wealth Management's Public Storage position peaked at $75K in Q4 2021.
1,013 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.