EWA
PSB

EverSource Wealth Advisors’s PS Business Parks, Inc. PSB Stock Holding History

EverSource Wealth Advisors’s Portfolio PSB Stock Details PSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-380
Closed -$71K – 2209
2022
Q2 		$71K Buy
+380
New +$69.2K 0.02% 498

Other funds holding PSB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EverSource Wealth Advisors's PSB Position: Q3 2022 in Review

EverSource Wealth Advisors sold out of PS Business Parks, Inc. (PSB) in Q3 2022, closing a stake of 380 shares — an estimated $71K sold.

EverSource Wealth Advisors first reported a position in PSB in Q2 2022 and held it in 1 quarter. The position peaked at $71K in Q2 2022. 2 funds tracked by Wall St. Rank hold PSB as of Q3 2022.

  • EverSource Wealth Advisors reported no remaining PS Business Parks, Inc. position as of Q3 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 380 PS Business Parks, Inc. shares in Q3 2022, an estimated $71K.
  • EverSource Wealth Advisors first reported a position in PS Business Parks, Inc. in Q2 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's PS Business Parks, Inc. position peaked at $71K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q3 2022.

Based on EverSource Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.