FourThought Financial’s Public Storage PSA Stock Holding History

FourThought Financial’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 Q3	$163K	Buy	557 +12	+2%	+$3.9K	0.02%	330
2022 Q2	$171K	Buy	545 +1	+0.2%	+$346	0.03%	336
2022 Q1	$212K	Sell	544 -95	-15%	-$34.5K	0.03%	327
2021 Q4	$240K	Buy	639 +114	+22%	+$38.1K	0.03%	318
2021 Q3	$156K	Buy	525 +2	+0.4%	+$628	0.02%	383
2021 Q2	$157K	Sell	523 -18	-3%	-$5.05K	0.02%	393
2021 Q1	$133K	Sell	541 -19	-3%	-$4.42K	0.02%	429
2020 Q4	$129K	Buy	+560	New	+$128K	0.02%	425

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

FourThought Financial's PSA Position: Q3 2022 in Review

FourThought Financial increased its Public Storage (PSA) stake by 2.2% in Q3 2022, buying an estimated $3.9K and bringing the position to 557 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #330.

FourThought Financial first reported a position in PSA in Q4 2020 and has held it in 8 quarters since. The position peaked at $240K in Q4 2021. 933 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

FourThought Financial held 557 shares of Public Storage worth $163K as of Q3 2022.
FourThought Financial bought 12 Public Storage shares in Q3 2022, an estimated $3.9K.
Public Storage made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #330 holding.
FourThought Financial first reported a position in Public Storage in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Public Storage position peaked at $240K in Q4 2021.
933 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.