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Janiczek Wealth Management’s Public Storage PSA Stock Holding History

Janiczek 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
2024
Q2 		$130K Sell
451
-37
-8% -$10.2K 0.03% 242
2024
Q1 		$142K Sell
488
-1
-0.2% -$287 0.03% 233
2023
Q4 		$149K Sell
489
-65
-12% -$17.2K 0.04% 209
2023
Q3 		$146K Sell
554
-48
-8% -$13.5K 0.04% 189
2023
Q2 		$176K Sell
602
-21
-3% -$6.12K 0.05% 141
2023
Q1 		$181K Sell
623
-12
-2% -$3.53K 0.05% 125
2022
Q4 		$188K Buy
635
+82
+15% +$23.9K 0.05% 125
2022
Q3 		$159K Sell
553
-12
-2% -$3.9K 0.05% 132
2022
Q2 		$184K Sell
565
-146
-21% -$50.5K 0.05% 113
2022
Q1 		$277K Buy
711
+3
+0.4% +$1.09K 0.08% 81
2021
Q4 		$265K Buy
708
+36
+5% +$12K 0.08% 86
2021
Q3 		$200K Buy
672
+64
+11% +$20.1K 0.07% 93
2021
Q2 		$183K Buy
608
+53
+10% +$14.9K 0.07% 89
2021
Q1 		$137K Buy
555
+312
+128% +$72.7K 0.05% 107
2020
Q4 		$56K Buy
243
+146
+151% +$33.5K 0.03% 184
2020
Q3 		$22K Buy
+97
New +$19.8K 0.01% 151

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Janiczek Wealth Management's PSA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Public Storage (PSA) stake by 7.6% in Q2 2024, selling an estimated $10.2K and leaving 451 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #242.

Janiczek Wealth Management first reported a position in PSA in Q3 2020 and has held it in 16 quarters since. The position peaked at $277K in Q1 2022. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

  • Janiczek Wealth Management held 451 shares of Public Storage worth $130K as of Q2 2024.
  • Janiczek Wealth Management sold 37 Public Storage shares in Q2 2024, an estimated $10.2K.
  • Public Storage made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #242 holding.
  • Janiczek Wealth Management first reported a position in Public Storage in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Public Storage position peaked at $277K in Q1 2022.
  • 1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.