Johanson Financial Advisors’s Public Storage PSA Stock Holding History

Johanson Financial 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
2021 Q4	$1.06M	Buy	2,826 +13	+0.5%	+$4.34K	0.32%	60
2021 Q3	$836K	Sell	2,813 -93	-3%	-$29.2K	0.29%	65
2021 Q2	$911K	Buy	2,906 +78	+3%	+$21.9K	0.31%	66
2021 Q1	$746K	Buy	2,828 +124	+5%	+$28.9K	0.27%	69
2020 Q4	$625K	Buy	2,704 +81	+3%	+$18.6K	0.25%	71
2020 Q3	$609K	Buy	2,623 +136	+5%	+$27.8K	0.27%	65
2020 Q2	$477K	Buy	+2,487	New	+$480K	0.24%	71

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Johanson Financial Advisors's PSA Position: Q4 2021 in Review

Johanson Financial Advisors increased its Public Storage (PSA) stake by 0.46% in Q4 2021, buying an estimated $4.34K and bringing the position to 2,826 shares worth $1.06M. The position accounts for 0.32% of the portfolio, ranked #60.

Johanson Financial Advisors first reported a position in PSA in Q2 2020 and has held it in 7 quarters since. 973 funds tracked by Wall St. Rank hold PSA as of Q4 2021.

Johanson Financial Advisors held 2,826 shares of Public Storage worth $1.06M as of Q4 2021.
Johanson Financial Advisors bought 13 Public Storage shares in Q4 2021, an estimated $4.34K.
Public Storage made up 0.32% of Johanson Financial Advisors's portfolio in Q4 2021, its #60 holding.
Johanson Financial Advisors first reported a position in Public Storage in Q2 2020 and has held it in 7 quarters since.
973 funds tracked by Wall St. Rank held Public Storage as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.