J.W. Coons Advisors’s Public Storage PSA Stock Holding History

J.W. Coons Advisors’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	-646	Closed	-$201K	–	219
2022 Q2	$201K	Hold	646	–	–	0.07%	239
2022 Q1	$252K	Hold	646	–	–	0.08%	220
2021 Q4	$240K	Buy	+646	New	+$216K	0.07%	221
2020 Q3	–	Sell	-1,799	Closed	-$344K	–	200
2020 Q2	$344K	Buy	1,799 +274	+18%	+$52.9K	0.15%	144
2020 Q1	$304K	Buy	+1,525	New	+$327K	0.16%	148

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

J.W. Coons Advisors's PSA Position: Q3 2022 in Review

J.W. Coons Advisors sold out of Public Storage (PSA) in Q3 2022, closing a stake of 646 shares — an estimated $201K sold.

J.W. Coons Advisors first reported a position in PSA in Q1 2020 and held it in 5 quarters. The position peaked at $344K in Q2 2020. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

J.W. Coons Advisors reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
J.W. Coons Advisors sold 646 Public Storage shares in Q3 2022, an estimated $201K.
J.W. Coons Advisors first reported a position in Public Storage in Q1 2020 and held it in 5 quarters.
J.W. Coons Advisors's Public Storage position peaked at $344K in Q2 2020.
932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on J.W. Coons Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.