Fiduciary Alliance’s Public Storage PSA Stock Holding History

Fiduciary Alliance’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	-34	Closed	-$9.92K	–	743
2023 Q2	$9.92K	Buy	+34	New	+$9.91K	﹤0.01%	564

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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

Fiduciary Alliance's PSA Position: Q3 2023 in Review

Fiduciary Alliance sold out of Public Storage (PSA) in Q3 2023, closing a stake of 34 shares — an estimated $9.92K sold.

Fiduciary Alliance first reported a position in PSA in Q2 2023 and held it in 1 quarter. The position peaked at $9.92K in Q2 2023. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Fiduciary Alliance reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 34 Public Storage shares in Q3 2023, an estimated $9.92K.
Fiduciary Alliance first reported a position in Public Storage in Q2 2023 and held it in 1 quarter.
Fiduciary Alliance's Public Storage position peaked at $9.92K in Q2 2023.
978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.