Kore Private Wealth’s Public Storage PSA Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-4	Closed	–	–	869
2020 Q2	$0	Sell	4 -18	-82%	-$3.47K	﹤0.01%	1241
2020 Q1	$4K	Buy	22 +17	+340%	+$3.64K	﹤0.01%	846
2019 Q4	$1K	Buy	+5	New	+$1.11K	﹤0.01%	1008

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Kore Private Wealth's PSA Position: Q3 2020 in Review

Kore Private Wealth sold out of Public Storage (PSA) in Q3 2020, closing a stake of 4 shares.

Kore Private Wealth first reported a position in PSA in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 727 funds tracked by Wall St. Rank hold PSA as of Q3 2020.

Kore Private Wealth reported no remaining Public Storage position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 4 Public Storage shares in Q3 2020.
Kore Private Wealth first reported a position in Public Storage in Q4 2019 and held it in 3 quarters.
Kore Private Wealth's Public Storage position peaked at $4K in Q1 2020.
727 funds tracked by Wall St. Rank held Public Storage as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.