Focused Wealth Management’s Public Storage PSA Stock Holding History

Focused Wealth 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	–	Sell	-106	Closed	-$32.3K	–	762
2023 Q4	$32.3K	Hold	106	–	–	0.01%	369
2023 Q3	$27.9K	Buy	106 +6	+6%	+$1.68K	﹤0.01%	368
2023 Q2	$29.2K	Buy	+100	New	+$29.1K	0.01%	368
2021 Q4	–	Sell	-740	Closed	-$220K	–	1082
2021 Q3	$220K	Buy	740 +240	+48%	+$75.3K	0.04%	157
2021 Q2	$150K	Buy	+500	New	+$140K	0.02%	213
2016 Q4	–	Sell	-906	Closed	-$202K	–	729
2016 Q3	$202K	Buy	906 +6	+0.7%	+$1.4K	0.09%	141
2016 Q2	$230K	Buy	+900	New	+$231K	0.11%	124

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

Focused Wealth Management's PSA Position: Q1 2024 in Review

Focused Wealth Management sold out of Public Storage (PSA) in Q1 2024, closing a stake of 106 shares — an estimated $32.3K sold.

Focused Wealth Management first reported a position in PSA in Q2 2016 and held it in 7 quarters. The position peaked at $230K in Q2 2016. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Focused Wealth Management reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 106 Public Storage shares in Q1 2024, an estimated $32.3K.
Focused Wealth Management first reported a position in Public Storage in Q2 2016 and held it in 7 quarters.
Focused Wealth Management's Public Storage position peaked at $230K in Q2 2016.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.