Independent Solutions Wealth Management’s Public Storage PSA Stock Holding History

Independent Solutions 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
2022 Q3	–	Sell	-923	Closed	-$289K	–	222
2022 Q2	$289K	Buy	+923	New	+$320K	0.09%	169
2021 Q2	–	Sell	-1,457	Closed	-$360K	–	213
2021 Q1	$360K	Buy	1,457 +14	+1%	+$3.26K	0.1%	140
2020 Q4	$333K	Buy	1,443 +185	+15%	+$42.4K	0.1%	133
2020 Q3	$280K	Buy	1,258 +127	+11%	+$26K	0.11%	132
2020 Q2	$217K	Buy	+1,131	New	+$218K	0.09%	144

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Independent Solutions Wealth Management's PSA Position: Q3 2022 in Review

Independent Solutions Wealth Management sold out of Public Storage (PSA) in Q3 2022, closing a stake of 923 shares — an estimated $289K sold.

Independent Solutions Wealth Management first reported a position in PSA in Q2 2020 and held it in 5 quarters. The position peaked at $360K in Q1 2021. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

Independent Solutions Wealth Management reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 923 Public Storage shares in Q3 2022, an estimated $289K.
Independent Solutions Wealth Management first reported a position in Public Storage in Q2 2020 and held it in 5 quarters.
Independent Solutions Wealth Management's Public Storage position peaked at $360K in Q1 2021.
932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2022, filed 19 Dec 2024.