Financial Gravity Asset Management’s Public Storage PSA Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Hold	0	–	–	–	1711
2023 Q3	–	Sell	-292	Closed	-$256	–	1640
2023 Q2	$256	Buy	+292	New	+$85.1K	﹤0.01%	1105
2023 Q1	–	Sell	-280	Closed	-$4.74K	–	1527
2022 Q4	$4.74K	Sell	280 -4,701	-94%	-$1.37M	0.02%	411
2022 Q3	$4.53K	Sell	4,981 -966	-16%	-$314K	0.15%	131
2022 Q2	$4.76K	Sell	5,947 -2,633	-31%	-$912K	0.15%	141
2022 Q1	$2.42K	Buy	+8,580	New	+$3.11M	0.07%	259
2019 Q2	–	Sell	-15	Closed	-$3K	–	1573
2019 Q1	$3K	Buy	+15	New	+$3.14K	﹤0.01%	862
2018 Q3	–	Sell	-22	Closed	-$5K	–	1571
2018 Q2	$5K	Buy	22 +19	+633%	+$3.96K	﹤0.01%	770
2018 Q1	$1K	Buy	+3	New	+$584	﹤0.01%	1224

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Financial Gravity Asset Management's PSA Position: Q1 2024 in Review

Financial Gravity Asset Management held its Public Storage (PSA) position steady in Q1 2024 at 0 shares worth $117. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Financial Gravity Asset Management first reported a position in PSA in Q1 2018 and has held it in 8 quarters since. The position peaked at $5K in Q2 2018. 1,066 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Financial Gravity Asset Management held 0 shares of Public Storage worth $117 as of Q1 2024.
Financial Gravity Asset Management left its Public Storage share count unchanged in Q1 2024.
Public Storage made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1711 holding.
Financial Gravity Asset Management first reported a position in Public Storage in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Public Storage position peaked at $5K in Q2 2018.
1,066 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.