IronBridge Private Wealth’s Public Storage PSA Stock Holding History

IronBridge Private Wealth’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
2021 Q1	–	Sell	-119	Closed	-$27K	–	284
2020 Q4	$27K	Buy	+119	New	+$27.3K	0.02%	80

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IronBridge Private Wealth's PSA Position: Q1 2021 in Review

IronBridge Private Wealth sold out of Public Storage (PSA) in Q1 2021, closing a stake of 119 shares — an estimated $27K sold.

IronBridge Private Wealth first reported a position in PSA in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 801 funds tracked by Wall St. Rank hold PSA as of Q1 2021.

IronBridge Private Wealth reported no remaining Public Storage position as of Q1 2021 after selling out during the quarter.
IronBridge Private Wealth sold 119 Public Storage shares in Q1 2021, an estimated $27K.
IronBridge Private Wealth first reported a position in Public Storage in Q4 2020 and held it in 1 quarter.
IronBridge Private Wealth's Public Storage position peaked at $27K in Q4 2020.
801 funds tracked by Wall St. Rank held Public Storage as of Q1 2021.

Based on IronBridge Private Wealth's 13F filing for Q1 2021, filed 21 Jun 2021.