Financial Synergies Wealth Advisors’s Public Storage PSA Stock Holding History

Financial Synergies Wealth Advisors’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	–	Sell	-3	Closed	-$841	–	542
2023 Q4	$841	Hold	3	–	–	﹤0.01%	346
2023 Q3	$791	Hold	3	–	–	﹤0.01%	407
2023 Q2	$876	Hold	3	–	–	﹤0.01%	392
2023 Q1	$907	Hold	3	–	–	﹤0.01%	386
2022 Q4	$841	Hold	3	–	–	﹤0.01%	346
2022 Q3	$879	Hold	3	–	–	﹤0.01%	314
2022 Q2	$939	Buy	+3	New	+$1.04K	﹤0.01%	317

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 Synergies Wealth Advisors's PSA Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Public Storage (PSA) in Q1 2024, closing a stake of 3 shares — an estimated $841 sold.

Financial Synergies Wealth Advisors first reported a position in PSA in Q2 2022 and held it in 7 quarters. The position peaked at $939 in Q2 2022. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 3 Public Storage shares in Q1 2024, an estimated $841.
Financial Synergies Wealth Advisors first reported a position in Public Storage in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Public Storage position peaked at $939 in Q2 2022.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.