Gitterman Wealth Management’s Public Storage PSA Stock Holding History

Gitterman 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 Q2	–	Sell	-895	Closed	-$260K	–	130
2024 Q1	$260K	Buy	+895	New	+$257K	0.1%	71

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Gitterman Wealth Management's PSA Position: Q2 2024 in Review

Gitterman Wealth Management sold out of Public Storage (PSA) in Q2 2024, closing a stake of 895 shares — an estimated $260K sold.

Gitterman Wealth Management first reported a position in PSA in Q1 2024 and held it in 1 quarter. The position peaked at $260K in Q1 2024. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

Gitterman Wealth Management reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
Gitterman Wealth Management sold 895 Public Storage shares in Q2 2024, an estimated $260K.
Gitterman Wealth Management first reported a position in Public Storage in Q1 2024 and held it in 1 quarter.
Gitterman Wealth Management's Public Storage position peaked at $260K in Q1 2024.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Gitterman Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.