EWP
PSA icon

Engrave Wealth Partners’s Public Storage PSA Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-40
Closed -$7K – 330
2020
Q2 		$7K Hold
40
– – 0.01% 289
2020
Q1 		$7K Hold
40
– – 0.01% 239
2019
Q4 		$8K Buy
+40
New +$8.88K 0.01% 326

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Engrave Wealth Partners's PSA Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Public Storage (PSA) in Q3 2020, closing a stake of 40 shares — an estimated $7K sold.

Engrave Wealth Partners first reported a position in PSA in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 727 funds tracked by Wall St. Rank hold PSA as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Public Storage position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 40 Public Storage shares in Q3 2020, an estimated $7K.
  • Engrave Wealth Partners first reported a position in Public Storage in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Public Storage position peaked at $8K in Q4 2019.
  • 727 funds tracked by Wall St. Rank held Public Storage as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.