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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HCR Wealth Advisors's PSA Position: Q4 2023 in Review

HCR Wealth Advisors sold out of Public Storage (PSA) in Q4 2023, closing a stake of 3,552 shares — an estimated $936K sold.

HCR Wealth Advisors first reported a position in PSA in Q1 2020 and held it in 15 quarters. The position peaked at $2.3M in Q1 2022. 1,060 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

HCR Wealth Advisors reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
HCR Wealth Advisors sold 3,552 Public Storage shares in Q4 2023, an estimated $936K.
HCR Wealth Advisors first reported a position in Public Storage in Q1 2020 and held it in 15 quarters.
HCR Wealth Advisors's Public Storage position peaked at $2.3M in Q1 2022.
1,060 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on HCR Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.