Foster & Motley’s Public Storage PSA Stock Holding History

Foster & Motley’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
2023 Q3	–	Sell	-1,281	Closed	-$374K	–	382
2023 Q2	$374K	Buy	+1,281	New	+$373K	0.03%	312

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Foster & Motley's PSA Position: Q3 2023 in Review

Foster & Motley sold out of Public Storage (PSA) in Q3 2023, closing a stake of 1,281 shares — an estimated $374K sold.

Foster & Motley first reported a position in PSA in Q2 2023 and held it in 1 quarter. The position peaked at $374K in Q2 2023. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Foster & Motley reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
Foster & Motley sold 1,281 Public Storage shares in Q3 2023, an estimated $374K.
Foster & Motley first reported a position in Public Storage in Q2 2023 and held it in 1 quarter.
Foster & Motley's Public Storage position peaked at $374K in Q2 2023.
978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Foster & Motley's 13F filing for Q3 2023, filed 24 Oct 2023.