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Harvest Group Wealth Management’s Public Storage PSA Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-58
Closed -$12K – 891
2019
Q4 		$12K Sell
58
-22
-28% -$4.88K 0.01% 214
2019
Q3 		$20K Buy
80
+22
+38% +$5.52K 0.02% 161
2019
Q2 		$13K Hold
58
– – 0.02% 193
2019
Q1 		$13K Buy
+58
New +$12.1K 0.01% 205

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harvest Group Wealth Management's PSA Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Public Storage (PSA) in Q1 2020, closing a stake of 58 shares — an estimated $12K sold.

Harvest Group Wealth Management first reported a position in PSA in Q1 2019 and held it in 4 quarters. The position peaked at $20K in Q3 2019. 722 funds tracked by Wall St. Rank hold PSA as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Public Storage position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 58 Public Storage shares in Q1 2020, an estimated $12K.
  • Harvest Group Wealth Management first reported a position in Public Storage in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Public Storage position peaked at $20K in Q3 2019.
  • 722 funds tracked by Wall St. Rank held Public Storage as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.