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Jackson Grant Investment Advisers’s Public Storage PSA Stock Holding History

Jackson Grant Investment Advisers’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
2023
Q3 		– Sell
-11
Closed -$3.21K – 407
2023
Q2 		$3.21K Hold
11
– – ﹤0.01% 330
2023
Q1 		$3.32K Buy
+11
New +$3.23K ﹤0.01% 356

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jackson Grant Investment Advisers's PSA Position: Q3 2023 in Review

Jackson Grant Investment Advisers sold out of Public Storage (PSA) in Q3 2023, closing a stake of 11 shares — an estimated $3.21K sold.

Jackson Grant Investment Advisers first reported a position in PSA in Q1 2023 and held it in 2 quarters. The position peaked at $3.32K in Q1 2023. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

  • Jackson Grant Investment Advisers reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 11 Public Storage shares in Q3 2023, an estimated $3.21K.
  • Jackson Grant Investment Advisers first reported a position in Public Storage in Q1 2023 and held it in 2 quarters.
  • Jackson Grant Investment Advisers's Public Storage position peaked at $3.32K in Q1 2023.
  • 978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2023, filed 13 Oct 2023.