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Financial Architects (New Jersey)’s Public Storage PSA Stock Holding History

Financial Architects (New Jersey)’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
-1,053
Closed -$394K – 356
2021
Q4 		$394K Sell
1,053
-153
-13% -$51.1K 0.05% 233
2021
Q3 		$358K Buy
1,206
+66
+6% +$20.7K 0.05% 238
2021
Q2 		$343K Buy
+1,140
New +$320K 0.05% 249
2020
Q3 		– Sell
-100
Closed -$19K – 633
2020
Q2 		$19K Hold
100
– – ﹤0.01% 549
2020
Q1 		$20K Hold
100
– – 0.01% 515
2019
Q4 		$21K Hold
100
– – ﹤0.01% 571
2019
Q3 		$25K Hold
100
– – 0.01% 556
2019
Q2 		$24K Hold
100
– – ﹤0.01% 675
2019
Q1 		$22K Hold
100
– – ﹤0.01% 864
2018
Q4 		$20K Sell
100
-20
-17% -$4.08K ﹤0.01% 802
2018
Q3 		$24K Sell
120
-128
-52% -$27.6K ﹤0.01% 875
2018
Q2 		$57K Sell
248
-6
-2% -$1.25K 0.01% 530
2018
Q1 		$51K Buy
254
+36
+17% +$7.01K 0.01% 602
2017
Q4 		$46K Sell
218
-45
-17% -$9.51K 0.01% 712
2017
Q3 		$56K Buy
263
+84
+47% +$17.4K 0.01% 657
2017
Q2 		$37K Buy
179
+79
+79% +$17K 0.01% 779
2017
Q1 		$22K Hold
100
– – ﹤0.01% 916
2016
Q4 		$22K Sell
100
-632
-86% -$134K 0.01% 818
2016
Q3 		$163K Sell
732
-1
-0.1% -$234 0.04% 299
2016
Q2 		$188K Buy
733
+586
+399% +$150K 0.05% 255
2016
Q1 		$41K Buy
+147
New +$37.1K 0.01% 434
2015
Q3 		– Sell
-604
Closed -$32K – 733
2015
Q2 		$32K Buy
604
+500
+481% +$95.9K 0.01% 526
2015
Q1 		$21K Hold
104
– – 0.01% 572
2014
Q4 		$19K Buy
104
+4
+4% +$724 0.01% 547
2014
Q3 		$17K Hold
100
– – 0.01% 504
2014
Q2 		$17K Buy
+100
New +$17.1K 0.01% 536

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Architects (New Jersey)'s PSA Position: Q1 2022 in Review

Financial Architects (New Jersey) sold out of Public Storage (PSA) in Q1 2022, closing a stake of 1,053 shares — an estimated $394K sold.

Financial Architects (New Jersey) first reported a position in PSA in Q2 2014 and held it in 26 quarters. The position peaked at $394K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

  • Financial Architects (New Jersey) reported no remaining Public Storage position as of Q1 2022 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,053 Public Storage shares in Q1 2022, an estimated $394K.
  • Financial Architects (New Jersey) first reported a position in Public Storage in Q2 2014 and held it in 26 quarters.
  • Financial Architects (New Jersey)'s Public Storage position peaked at $394K in Q4 2021.
  • 1,014 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2022, filed 5 May 2022.