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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM