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JOYN Advisors’s Public Storage PSA Stock Holding History

JOYN 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
2019
Q1 		– Sell
-243
Closed -$49K – 1073
2018
Q4 		$49K Buy
243
+68
+39% +$13.9K 0.01% 350
2018
Q3 		$35K Sell
175
-7
-4% -$1.51K 0.01% 500
2018
Q2 		$41K Buy
182
+165
+971% +$34.4K 0.01% 457
2018
Q1 		$3K Buy
+17
New +$3.31K ﹤0.01% 992

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JOYN Advisors's PSA Position: Q1 2019 in Review

JOYN Advisors sold out of Public Storage (PSA) in Q1 2019, closing a stake of 243 shares — an estimated $49K sold.

JOYN Advisors first reported a position in PSA in Q1 2018 and held it in 4 quarters. The position peaked at $49K in Q4 2018. 726 funds tracked by Wall St. Rank hold PSA as of Q1 2019.

  • JOYN Advisors reported no remaining Public Storage position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 243 Public Storage shares in Q1 2019, an estimated $49K.
  • JOYN Advisors first reported a position in Public Storage in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Public Storage position peaked at $49K in Q4 2018.
  • 726 funds tracked by Wall St. Rank held Public Storage as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.