Institutional & Family Asset Management’s PS Business Parks, Inc. PSB Stock Holding History

Institutional & Family Asset Management’s Portfolio PSB Stock Details PSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10	Closed	-$2K	–	803
2022 Q2	$2K	Sell	10 -11	-52%	-$2K	﹤0.01%	619
2022 Q1	$4K	Hold	21	–	–	﹤0.01%	598
2021 Q4	$4K	Hold	21	–	–	﹤0.01%	607
2021 Q3	$3K	Hold	21	–	–	﹤0.01%	749
2021 Q2	$3K	Sell	21 -7	-25%	-$1.1K	﹤0.01%	797
2021 Q1	$4K	Hold	28	–	–	﹤0.01%	739
2020 Q4	$4K	Buy	28 +5	+22%	+$643	﹤0.01%	686
2020 Q3	$3K	Buy	+23	New	+$2.97K	﹤0.01%	669

Other funds holding PSB

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Institutional & Family Asset Management's PSB Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of PS Business Parks, Inc. (PSB) in Q3 2022, closing a stake of 10 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in PSB in Q3 2020 and held it in 8 quarters. The position peaked at $4K in Q1 2022. 2 funds tracked by Wall St. Rank hold PSB as of Q3 2022.

Institutional & Family Asset Management reported no remaining PS Business Parks, Inc. position as of Q3 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 10 PS Business Parks, Inc. shares in Q3 2022, an estimated $2K.
Institutional & Family Asset Management first reported a position in PS Business Parks, Inc. in Q3 2020 and held it in 8 quarters.
Institutional & Family Asset Management's PS Business Parks, Inc. position peaked at $4K in Q1 2022.
2 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.