Journey Advisory Group’s Public Storage PSA Stock Holding History

Journey Advisory Group’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	–	Sell	-820	Closed	-$238K	–	233
2024 Q1	$238K	Hold	820	–	–	0.03%	216
2023 Q4	$250K	Sell	820 -922	-53%	-$245K	0.03%	194
2023 Q3	$459K	Sell	1,742 -700	-29%	-$196K	0.07%	150
2023 Q2	$713K	Sell	2,442 -1,545	-39%	-$450K	0.11%	127
2023 Q1	$1.2M	Sell	3,987 -705	-15%	-$207K	0.19%	106
2022 Q4	$1.31M	Sell	4,692 -656	-12%	-$191K	0.33%	78
2022 Q3	$1.57M	Sell	5,348 -85	-2%	-$27.6K	0.4%	63
2022 Q2	$1.76M	Sell	5,433 -235	-4%	-$81.4K	0.4%	63
2022 Q1	$2.21M	Hold	5,668	–	–	0.56%	48
2021 Q4	$2.12M	Sell	5,668 -55	-1%	-$18.4K	0.59%	46
2021 Q3	$1.7M	Sell	5,723 -250	-4%	-$78.4K	0.55%	49
2021 Q2	$1.8M	Sell	5,973 -75	-1%	-$21K	0.57%	49
2021 Q1	$1.49M	Sell	6,048 -105	-2%	-$24.5K	0.52%	53
2020 Q4	$1.42M	Buy	+6,153	New	+$1.41M	0.53%	54

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Journey Advisory Group's PSA Position: Q2 2024 in Review

Journey Advisory Group sold out of Public Storage (PSA) in Q2 2024, closing a stake of 820 shares — an estimated $238K sold.

Journey Advisory Group first reported a position in PSA in Q4 2020 and held it in 14 quarters. The position peaked at $2.21M in Q1 2022. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

Journey Advisory Group reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
Journey Advisory Group sold 820 Public Storage shares in Q2 2024, an estimated $238K.
Journey Advisory Group first reported a position in Public Storage in Q4 2020 and held it in 14 quarters.
Journey Advisory Group's Public Storage position peaked at $2.21M in Q1 2022.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Journey Advisory Group's 13F filing for Q2 2024, filed 2 Aug 2024.