IAG Wealth Partners’s Public Storage PSA Stock Holding History

IAG Wealth Partners’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 Q2	–	Sell	-6	Closed	-$2K	–	442
2020 Q1	$2K	Hold	6	–	–	﹤0.01%	346
2019 Q4	$2K	Buy	+6	New	+$1.33K	﹤0.01%	388

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

IAG Wealth Partners's PSA Position: Q2 2020 in Review

IAG Wealth Partners sold out of Public Storage (PSA) in Q2 2020, closing a stake of 6 shares — an estimated $2K sold.

IAG Wealth Partners first reported a position in PSA in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 719 funds tracked by Wall St. Rank hold PSA as of Q2 2020.

IAG Wealth Partners reported no remaining Public Storage position as of Q2 2020 after selling out during the quarter.
IAG Wealth Partners sold 6 Public Storage shares in Q2 2020, an estimated $2K.
IAG Wealth Partners first reported a position in Public Storage in Q4 2019 and held it in 2 quarters.
IAG Wealth Partners's Public Storage position peaked at $2K in Q1 2020.
719 funds tracked by Wall St. Rank held Public Storage as of Q2 2020.

Based on IAG Wealth Partners's 13F filing for Q2 2020, filed 11 Feb 2021.