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ICA Group Wealth Management’s Public Storage PSA Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		$15.8K Sell
55
-110
-67% -$30.3K 0.01% 404
2024
Q1 		$47.8K Buy
165
+42
+34% +$12K 0.01% 567
2023
Q4 		$37.4K Buy
+123
New +$32.6K 0.01% 581
2023
Q3 		– Sell
-106
Closed -$31.1K – 958
2023
Q2 		$31.1K Buy
106
+1
+1% +$291 0.01% 594
2023
Q1 		$31.9K Buy
105
+1
+1% +$294 0.01% 564
2022
Q4 		$29.3K Buy
+104
New +$30.3K 0.01% 613

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ICA Group Wealth Management's PSA Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Public Storage (PSA) stake by 67% in Q2 2024, selling an estimated $30.3K and leaving 55 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #404.

ICA Group Wealth Management first reported a position in PSA in Q4 2022 and has held it in 6 quarters since. The position peaked at $47.8K in Q1 2024. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

  • ICA Group Wealth Management held 55 shares of Public Storage worth $15.8K as of Q2 2024.
  • ICA Group Wealth Management sold 110 Public Storage shares in Q2 2024, an estimated $30.3K.
  • Public Storage made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #404 holding.
  • ICA Group Wealth Management first reported a position in Public Storage in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Public Storage position peaked at $47.8K in Q1 2024.
  • 1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.