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FinTrust Capital Advisors’s Public Storage PSA Stock Holding History

FinTrust Capital 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
Q3 		$214K Buy
589
+375
+175% +$122K 0.04% 301
2024
Q2 		$61.6K Buy
214
+175
+449% +$48.3K 0.01% 487
2024
Q1 		$11.3K Sell
39
-11
-22% -$3.15K ﹤0.01% 843
2023
Q4 		$15.3K Hold
50
– – ﹤0.01% 752
2023
Q3 		$13.2K Buy
+50
New +$14K ﹤0.01% 733
2019
Q2 		– Sell
-14
Closed -$3K – 1208
2019
Q1 		$3K Hold
14
– – ﹤0.01% 1055
2018
Q4 		$3K Buy
+14
New +$2.86K ﹤0.01% 1058

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FinTrust Capital Advisors's PSA Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Public Storage (PSA) stake by 175% in Q3 2024, buying an estimated $122K and bringing the position to 589 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #301.

FinTrust Capital Advisors first reported a position in PSA in Q4 2018 and has held it in 7 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • FinTrust Capital Advisors held 589 shares of Public Storage worth $214K as of Q3 2024.
  • FinTrust Capital Advisors bought 375 Public Storage shares in Q3 2024, an estimated $122K.
  • Public Storage made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #301 holding.
  • FinTrust Capital Advisors first reported a position in Public Storage in Q4 2018 and has held it in 7 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.