Fort Point Capital Partners’s Public Storage PSA Stock Holding History

Fort Point Capital Partners’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
2022 Q1	–	Sell	-2,095	Closed	-$785K	–	307
2021 Q4	$785K	Buy	2,095 +130	+7%	+$43.4K	0.11%	122
2021 Q3	$584K	Buy	+1,965	New	+$617K	0.09%	122
2016 Q1	–	Sell	-1,000	Closed	-$248K	–	129
2015 Q4	$248K	Buy	+1,000	New	+$234K	0.13%	94

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fort Point Capital Partners's PSA Position: Q1 2022 in Review

Fort Point Capital Partners sold out of Public Storage (PSA) in Q1 2022, closing a stake of 2,095 shares — an estimated $785K sold.

Fort Point Capital Partners first reported a position in PSA in Q4 2015 and held it in 3 quarters. The position peaked at $785K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

Fort Point Capital Partners reported no remaining Public Storage position as of Q1 2022 after selling out during the quarter.
Fort Point Capital Partners sold 2,095 Public Storage shares in Q1 2022, an estimated $785K.
Fort Point Capital Partners first reported a position in Public Storage in Q4 2015 and held it in 3 quarters.
Fort Point Capital Partners's Public Storage position peaked at $785K in Q4 2021.
1,013 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Fort Point Capital Partners's 13F filing for Q1 2022, filed 13 May 2022.