HBW Advisory Services’s Public Storage PSA Stock Holding History

HBW Advisory Services’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 Q1	–	Sell	-1,548	Closed	-$580K	–	262
2021 Q4	$580K	Hold	1,548	–	–	0.13%	146
2021 Q3	$460K	Hold	1,548	–	–	0.12%	160
2021 Q2	$466K	Hold	1,548	–	–	0.12%	162
2021 Q1	$382K	Sell	1,548 -16	-1%	-$3.73K	0.1%	166
2020 Q4	$361K	Buy	1,564 +13	+0.8%	+$2.98K	0.11%	145
2020 Q3	$345K	Buy	1,551 +14	+0.9%	+$2.86K	0.14%	130
2020 Q2	$295K	Buy	+1,537	New	+$297K	0.14%	139
2020 Q1	–	Sell	-1,506	Closed	-$322K	–	135
2019 Q4	$322K	Buy	+1,506	New	+$334K	0.19%	102

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HBW Advisory Services's PSA Position: Q1 2022 in Review

HBW Advisory Services sold out of Public Storage (PSA) in Q1 2022, closing a stake of 1,548 shares — an estimated $580K sold.

HBW Advisory Services first reported a position in PSA in Q4 2019 and held it in 8 quarters. The position peaked at $580K in Q4 2021. 1,015 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

HBW Advisory Services reported no remaining Public Storage position as of Q1 2022 after selling out during the quarter.
HBW Advisory Services sold 1,548 Public Storage shares in Q1 2022, an estimated $580K.
HBW Advisory Services first reported a position in Public Storage in Q4 2019 and held it in 8 quarters.
HBW Advisory Services's Public Storage position peaked at $580K in Q4 2021.
1,015 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on HBW Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.