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Fiduciary Planning’s Public Storage PSA Stock Holding History

Fiduciary Planning’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
2022
Q1 		– Sell
-1,484
Closed -$556K – 47
2021
Q4 		$556K Sell
1,484
-2,338
-61% -$781K 0.31% 33
2021
Q3 		$1.14M Sell
3,822
-188
-5% -$59K 0.6% 21
2021
Q2 		$1.21M Sell
4,010
-1,778
-31% -$499K 1.04% 23
2021
Q1 		$1.43M Buy
5,788
+255
+5% +$59.4K 2.16% 19
2020
Q4 		$1.28M Buy
5,533
+408
+8% +$93.5K 1.8% 28
2020
Q3 		$1.14M Buy
5,125
+594
+13% +$121K 1.88% 25
2020
Q2 		$906K Buy
+4,531
New +$874K 1.99% 23
2020
Q1 		– Sell
-1,057
Closed -$237K – 66
2019
Q4 		$237K Buy
+1,057
New +$235K 0.22% 52

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

Fiduciary Planning's PSA Position: Q1 2022 in Review

Fiduciary Planning sold out of Public Storage (PSA) in Q1 2022, closing a stake of 1,484 shares — an estimated $556K sold.

Fiduciary Planning first reported a position in PSA in Q4 2019 and held it in 8 quarters. The position peaked at $1.43M in Q1 2021. 1,013 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

  • Fiduciary Planning reported no remaining Public Storage position as of Q1 2022 after selling out during the quarter.
  • Fiduciary Planning sold 1,484 Public Storage shares in Q1 2022, an estimated $556K.
  • Fiduciary Planning first reported a position in Public Storage in Q4 2019 and held it in 8 quarters.
  • Fiduciary Planning's Public Storage position peaked at $1.43M in Q1 2021.
  • 1,013 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Fiduciary Planning's 13F filing for Q1 2022, filed 11 May 2022.