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First Trust Investment Solutions’s Public Storage PSA Stock Holding History

First Trust Investment Solutions’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
Q2 		– Sell
-2,797
Closed -$811K – 288
2024
Q1 		$811K Buy
2,797
+872
+45% +$250K 0.14% 112
2023
Q4 		$587K Buy
+1,925
New +$511K 0.12% 131

Other funds holding PSA

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

First Trust Investment Solutions's PSA Position: Q2 2024 in Review

First Trust Investment Solutions sold out of Public Storage (PSA) in Q2 2024, closing a stake of 2,797 shares — an estimated $811K sold.

First Trust Investment Solutions first reported a position in PSA in Q4 2023 and held it in 2 quarters. The position peaked at $811K in Q1 2024. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

  • First Trust Investment Solutions reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 2,797 Public Storage shares in Q2 2024, an estimated $811K.
  • First Trust Investment Solutions first reported a position in Public Storage in Q4 2023 and held it in 2 quarters.
  • First Trust Investment Solutions's Public Storage position peaked at $811K in Q1 2024.
  • 1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on First Trust Investment Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.