Filbrandt Wealth Management’s Public Storage PSA Stock Holding History

Filbrandt Wealth Management’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 Q3	$65K	Hold	219	–	–	0.04%	78
2021 Q2	$66K	Hold	219	–	–	0.04%	80
2021 Q1	$54K	Hold	219	–	–	0.03%	84
2020 Q4	$51K	Hold	219	–	–	0.03%	82
2020 Q3	$49K	Hold	219	–	–	0.04%	85
2020 Q2	$42K	Hold	219	–	–	0.03%	128
2020 Q1	$43K	Hold	219	–	–	0.05%	75
2019 Q4	$46K	Buy	+219	New	+$48.6K	0.04%	89

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Filbrandt Wealth Management's PSA Position: Q3 2021 in Review

Filbrandt Wealth Management held its Public Storage (PSA) position steady in Q3 2021 at 219 shares worth $65K. The position accounts for 0.04% of the portfolio, ranked #78.

Filbrandt Wealth Management first reported a position in PSA in Q4 2019 and has held it in 8 quarters since. The position peaked at $66K in Q2 2021. 881 funds tracked by Wall St. Rank hold PSA as of Q3 2021.

Filbrandt Wealth Management held 219 shares of Public Storage worth $65K as of Q3 2021.
Filbrandt Wealth Management left its Public Storage share count unchanged in Q3 2021.
Public Storage made up 0.04% of Filbrandt Wealth Management's portfolio in Q3 2021, its #78 holding.
Filbrandt Wealth Management first reported a position in Public Storage in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's Public Storage position peaked at $66K in Q2 2021.
881 funds tracked by Wall St. Rank held Public Storage as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.