Kapitalo Investimentos’s Public Storage PSA Stock Holding History

Kapitalo Investimentos’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	-849	Closed	-$246K	–	276
2024 Q1	$246K	Buy	+849	New	+$243K	0.05%	215
2023 Q4	–	Sell	-831	Closed	-$219K	–	677
2023 Q3	$219K	Buy	831 +181	+28%	+$50.7K	0.03%	269
2023 Q2	$190K	Buy	+650	New	+$189K	0.04%	255

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

Kapitalo Investimentos's PSA Position: Q2 2024 in Review

Kapitalo Investimentos sold out of Public Storage (PSA) in Q2 2024, closing a stake of 849 shares — an estimated $246K sold.

Kapitalo Investimentos first reported a position in PSA in Q2 2023 and held it in 3 quarters. The position peaked at $246K in Q1 2024. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

Kapitalo Investimentos reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
Kapitalo Investimentos sold 849 Public Storage shares in Q2 2024, an estimated $246K.
Kapitalo Investimentos first reported a position in Public Storage in Q2 2023 and held it in 3 quarters.
Kapitalo Investimentos's Public Storage position peaked at $246K in Q1 2024.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Kapitalo Investimentos's 13F filing for Q2 2024, filed 14 Aug 2024.