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Heritage Wealth Management (Arizona)’s Public Storage PSA Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$19.1K Buy
68
+34
+100% +$9.91K ﹤0.01% 671
2022
Q3 		$10K Hold
34
– – ﹤0.01% 655
2022
Q2 		$10.6K Hold
34
– – ﹤0.01% 657
2022
Q1 		$13K Buy
+34
New +$12.3K ﹤0.01% 677
2021
Q3 		$10K Hold
34
– – ﹤0.01% 658
2021
Q2 		$10K Sell
34
-34
-50% -$9.54K ﹤0.01% 664
2021
Q1 		$17K Buy
+68
New +$15.8K 0.01% 511

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PSA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Public Storage (PSA) stake by 100% in Q4 2022, buying an estimated $9.91K and bringing the position to 68 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Heritage Wealth Management (Arizona) first reported a position in PSA in Q1 2021 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 68 shares of Public Storage worth $19.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 34 Public Storage shares in Q4 2022, an estimated $9.91K.
  • Public Storage made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #671 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Public Storage in Q1 2021 and has held it in 7 quarters since.
  • 957 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.