Freedman Financial Associates’s Public Storage PSA Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-72	Closed	-$28K	–	314
2022 Q1	$28K	Hold	72	–	–	0.02%	268
2021 Q4	$27K	Hold	72	–	–	0.02%	267
2021 Q3	$21K	Hold	72	–	–	0.02%	289
2021 Q2	$22K	Hold	72	–	–	0.02%	282
2021 Q1	$18K	Hold	72	–	–	0.01%	301
2020 Q4	$17K	Buy	+72	New	+$16.5K	0.02%	306

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

Freedman Financial Associates's PSA Position: Q2 2022 in Review

Freedman Financial Associates sold out of Public Storage (PSA) in Q2 2022, closing a stake of 72 shares — an estimated $28K sold.

Freedman Financial Associates first reported a position in PSA in Q4 2020 and held it in 6 quarters. The position peaked at $28K in Q1 2022. 968 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

Freedman Financial Associates reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 72 Public Storage shares in Q2 2022, an estimated $28K.
Freedman Financial Associates first reported a position in Public Storage in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Public Storage position peaked at $28K in Q1 2022.
968 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.