IWP
PSA icon

Icon Wealth Partners’s Public Storage PSA Stock Holding History

Icon 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
2019
Q2 		– Sell
-40
Closed -$9K – 617
2019
Q1 		$9K Buy
+40
New +$8.37K ﹤0.01% 686
2018
Q3 		– Sell
-421
Closed -$96K – 617
2018
Q2 		$96K Buy
+421
New +$87.7K 0.04% 245
2018
Q1 		– Sell
-329
Closed -$69K – 615
2017
Q4 		$69K Buy
+329
New +$69.5K 0.03% 341

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Icon Wealth Partners's PSA Position: Q2 2019 in Review

Icon Wealth Partners sold out of Public Storage (PSA) in Q2 2019, closing a stake of 40 shares — an estimated $9K sold.

Icon Wealth Partners first reported a position in PSA in Q4 2017 and held it in 3 quarters. The position peaked at $96K in Q2 2018. 699 funds tracked by Wall St. Rank hold PSA as of Q2 2019.

  • Icon Wealth Partners reported no remaining Public Storage position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 40 Public Storage shares in Q2 2019, an estimated $9K.
  • Icon Wealth Partners first reported a position in Public Storage in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Public Storage position peaked at $96K in Q2 2018.
  • 699 funds tracked by Wall St. Rank held Public Storage as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.