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Evolution Wealth Advisors’s Public Storage PSA Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-8
Closed -$2K – 512
2021
Q3 		$2K Hold
8
– – ﹤0.01% 651
2021
Q2 		$2K Hold
8
– – ﹤0.01% 620
2021
Q1 		$2K Hold
8
– – ﹤0.01% 631
2020
Q4 		$2K Hold
8
– – ﹤0.01% 563
2020
Q3 		$2K Hold
8
– – ﹤0.01% 558
2020
Q2 		$2K Buy
+8
New +$1.54K ﹤0.01% 500
2020
Q1 		– Sell
-25
Closed -$5K – 568
2019
Q4 		$5K Hold
25
– – ﹤0.01% 408
2019
Q3 		$6K Hold
25
– – ﹤0.01% 257
2019
Q2 		$6K Buy
+25
New +$5.73K ﹤0.01% 248

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Evolution Wealth Advisors's PSA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Public Storage (PSA) in Q4 2021, closing a stake of 8 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in PSA in Q2 2019 and held it in 9 quarters. The position peaked at $6K in Q3 2019. 973 funds tracked by Wall St. Rank hold PSA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Public Storage position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 8 Public Storage shares in Q4 2021, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Public Storage in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Public Storage position peaked at $6K in Q3 2019.
  • 973 funds tracked by Wall St. Rank held Public Storage as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.