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First Personal Financial Services’s Public Storage PSA Stock Holding History

First Personal Financial Services’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 		$11.5M Sell
31,691
-248
-0.8% -$80.5K 2.44% 8
2024
Q2 		$9.19M Buy
31,939
+207
+0.7% +$57.1K 2.08% 19
2024
Q1 		$9.2M Buy
31,732
+1,118
+4% +$320K 2.14% 13
2023
Q4 		$9.34M Sell
30,614
-36
-0.1% -$9.55K 2.27% 14
2023
Q3 		$8.08M Buy
30,650
+942
+3% +$264K 2.1% 17
2023
Q2 		$8.67M Buy
29,708
+233
+0.8% +$67.9K 2.15% 18
2023
Q1 		$8.91M Buy
29,475
+755
+3% +$222K 2.31% 15
2022
Q4 		$8.05M Sell
28,720
-156
-0.5% -$45.5K 2.18% 16
2022
Q3 		$8.46M Buy
28,876
+868
+3% +$282K 2.46% 9
2022
Q2 		$8.76M Sell
28,008
-556
-2% -$193K 2.45% 11
2022
Q1 		$11.1M Sell
28,564
-28
-0.1% -$10.2K 2.6% 7
2021
Q4 		$10.7M Buy
28,592
+92
+0.3% +$30.7K 2.4% 11
2021
Q3 		$8.47M Buy
28,500
+156
+0.6% +$48.9K 2.11% 14
2021
Q2 		$8.52M Sell
28,344
-215
-0.8% -$60.3K 2.18% 14
2021
Q1 		$7.05M Buy
28,559
+1,970
+7% +$459K 1.93% 17
2020
Q4 		$6.14M Buy
26,589
+1,240
+5% +$284K 1.75% 20
2020
Q3 		$5.65M Buy
25,349
+89
+0.4% +$18.2K 1.8% 19
2020
Q2 		$4.85M Sell
25,260
-356
-1% -$68.7K 1.66% 22
2020
Q1 		$5.09M Buy
25,616
+556
+2% +$119K 1.97% 17
2019
Q4 		$5.34M Buy
25,060
+224
+0.9% +$49.7K 1.73% 21
2019
Q3 		$6.09M Buy
24,836
+751
+3% +$189K 1.89% 17
2019
Q2 		$5.74M Buy
24,085
+736
+3% +$169K 1.64% 15
2019
Q1 		$5.08M Buy
23,349
+457
+2% +$95.6K 1.55% 19
2018
Q4 		$4.63M Buy
22,892
+716
+3% +$146K 1.6% 19
2018
Q3 		$4.47M Buy
22,176
+4,675
+27% +$1.01M 1.41% 23
2018
Q2 		$3.97M Buy
17,501
+672
+4% +$140K 1.33% 23
2018
Q1 		$3.37M Buy
16,829
+13,759
+448% +$2.68M 0.74% 48
2017
Q4 		$642K Buy
3,070
+2,692
+712% +$569K 0.13% 134
2017
Q3 		$81K Buy
378
+58
+18% +$12K 0.02% 346
2017
Q2 		$67K Buy
320
+21
+7% +$4.51K 0.01% 367
2017
Q1 		$65K Hold
299
– – 0.02% 347
2016
Q4 		$67K Buy
299
+30
+11% +$6.38K 0.02% 335
2016
Q3 		$60K Hold
269
– – 0.02% 248
2016
Q2 		$69K Buy
269
+69
+35% +$17.7K 0.02% 231
2016
Q1 		$55K Hold
200
– – 0.03% 173
2015
Q4 		$50K Sell
200
-26
-12% -$6.09K 0.03% 178
2015
Q3 		$48K Hold
226
– – 0.03% 173
2015
Q2 		$42K Sell
226
-115
-34% -$22.1K 0.03% 179
2015
Q1 		$68K Buy
341
+300
+732% +$59.4K 0.04% 151
2014
Q4 		$7K Buy
+41
New +$7.42K ﹤0.01% 286

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

First Personal Financial Services's PSA Position: Q3 2024 in Review

First Personal Financial Services reduced its Public Storage (PSA) stake by 0.78% in Q3 2024, selling an estimated $80.5K and leaving 31,691 shares worth $11.5M. The position accounts for 2.44% of the portfolio, ranked #8.

First Personal Financial Services first reported a position in PSA in Q4 2014 and has held it in 40 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • First Personal Financial Services held 31,691 shares of Public Storage worth $11.5M as of Q3 2024.
  • First Personal Financial Services sold 248 Public Storage shares in Q3 2024, an estimated $80.5K.
  • Public Storage made up 2.44% of First Personal Financial Services's portfolio in Q3 2024, its #8 holding.
  • First Personal Financial Services first reported a position in Public Storage in Q4 2014 and has held it in 40 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.