HCR Wealth Advisors’s Public Storage PSA Stock Holding History

HCR Wealth Advisors’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
2023 Q4	–	Sell	-3,552	Closed	-$936K	–	213
2023 Q3	$936K	Sell	3,552 -1,252	-26%	-$351K	0.21%	80
2023 Q2	$1.4M	Sell	4,804 -125	-3%	-$36.4K	0.26%	71
2023 Q1	$1.49M	Sell	4,929 -590	-11%	-$173K	0.29%	69
2022 Q4	$1.55M	Sell	5,519 -90	-2%	-$26.2K	0.32%	67
2022 Q3	$1.64M	Sell	5,609 -180	-3%	-$58.5K	0.35%	62
2022 Q2	$1.81M	Sell	5,789 -93	-2%	-$32.2K	0.36%	61
2022 Q1	$2.3M	Sell	5,882 -70	-1%	-$25.4K	0.38%	58
2021 Q4	$2.23M	Sell	5,952 -196	-3%	-$65.5K	0.35%	66
2021 Q3	$1.83M	Sell	6,148 -28	-0.5%	-$8.79K	0.3%	74
2021 Q2	$1.85M	Sell	6,176 -259	-4%	-$72.6K	0.32%	71
2021 Q1	$1.59M	Buy	6,435 +494	+8%	+$115K	0.31%	73
2020 Q4	$1.37M	Buy	5,941 +105	+2%	+$24.1K	0.29%	72
2020 Q3	$1.3M	Buy	5,836 +129	+2%	+$26.4K	0.3%	67
2020 Q2	$1.14M	Buy	5,707 +269	+5%	+$51.9K	0.27%	66
2020 Q1	$1.08M	Buy	+5,438	New	+$1.16M	0.31%	58

Other funds holding PSA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return