FDx Advisors’s Public Storage PSA Stock Holding History

FDx 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
2023 Q3	–	Sell	-781	Closed	-$228K	–	747
2023 Q2	$228K	Buy	+781	New	+$228K	0.01%	680
2019 Q3	–	Sell	-840	Closed	-$200K	–	754
2019 Q2	$200K	Buy	+840	New	+$193K	0.01%	773
2018 Q4	–	Sell	-6,866	Closed	-$1.38M	–	746
2018 Q3	$1.38M	Sell	6,866 -3,808	-36%	-$822K	0.05%	279
2018 Q2	$2.42M	Sell	10,674 -1,031	-9%	-$215K	0.09%	187
2018 Q1	$2.35M	Buy	11,705 +1,489	+15%	+$290K	0.07%	250
2017 Q4	$2.13M	Buy	10,216 +1,528	+18%	+$323K	0.06%	291
2017 Q3	$1.86M	Buy	8,688 +2,628	+43%	+$543K	0.05%	332
2017 Q2	$1.26M	Buy	6,060 +5,052	+501%	+$1.09M	0.04%	454
2017 Q1	$221K	Buy	+1,008	New	+$223K	0.01%	1090
2015 Q3	–	Sell	-2,076	Closed	-$364K	–	845
2015 Q2	$364K	Buy	+2,076	New	+$398K	0.02%	677
2015 Q1	–	Sell	-2,375	Closed	-$439K	–	1924
2014 Q4	$439K	Sell	2,375 -2,449	-51%	-$443K	0.03%	597
2014 Q3	$800K	Buy	4,824 +308	+7%	+$52.9K	0.05%	398
2014 Q2	$774K	Buy	4,516 +1,804	+67%	+$309K	0.05%	418
2014 Q1	$457K	Buy	2,712 +46	+2%	+$7.45K	0.04%	462
2013 Q4	$402K	Buy	2,666 +489	+22%	+$78.2K	0.04%	417
2013 Q3	$350K	Buy	+2,177	New	+$345K	0.04%	385

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

FDx Advisors's PSA Position: Q3 2023 in Review

FDx Advisors sold out of Public Storage (PSA) in Q3 2023, closing a stake of 781 shares — an estimated $228K sold.

FDx Advisors first reported a position in PSA in Q3 2013 and held it in 16 quarters. The position peaked at $2.42M in Q2 2018. 979 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

FDx Advisors reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
FDx Advisors sold 781 Public Storage shares in Q3 2023, an estimated $228K.
FDx Advisors first reported a position in Public Storage in Q3 2013 and held it in 16 quarters.
FDx Advisors's Public Storage position peaked at $2.42M in Q2 2018.
979 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.