Kings Point Capital Management’s Public Storage PSA Stock Holding History

Kings Point Capital 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
2022 Q1	$16K	Hold	40	–	–	﹤0.01%	526
2021 Q4	$15K	Hold	40	–	–	﹤0.01%	591
2021 Q3	$12K	Hold	40	–	–	﹤0.01%	547
2021 Q2	$12K	Buy	+40	New	+$11.2K	﹤0.01%	519
2015 Q1	–	Sell	-1,737	Closed	-$321K	–	377
2014 Q4	$321K	Buy	+1,737	New	+$314K	0.09%	97

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Kings Point Capital Management's PSA Position: Q1 2022 in Review

Kings Point Capital Management held its Public Storage (PSA) position steady in Q1 2022 at 40 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Kings Point Capital Management first reported a position in PSA in Q4 2014 and has held it in 5 quarters since. The position peaked at $321K in Q4 2014. 1,013 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

Kings Point Capital Management held 40 shares of Public Storage worth $16K as of Q1 2022.
Kings Point Capital Management left its Public Storage share count unchanged in Q1 2022.
Public Storage made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #526 holding.
Kings Point Capital Management first reported a position in Public Storage in Q4 2014 and has held it in 5 quarters since.
Kings Point Capital Management's Public Storage position peaked at $321K in Q4 2014.
1,013 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.