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Lake Hills Wealth Management’s Public Storage PSA Stock Holding History

Lake Hills Wealth 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
2024
Q3 		– Sell
-732
Closed -$211K – 56
2024
Q2 		$211K Buy
732
+4
+0.5% +$1.1K 0.15% 46
2024
Q1 		$211K Buy
+728
New +$209K 0.19% 40

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Hills Wealth Management's PSA Position: Q3 2024 in Review

Lake Hills Wealth Management sold out of Public Storage (PSA) in Q3 2024, closing a stake of 732 shares — an estimated $211K sold.

Lake Hills Wealth Management first reported a position in PSA in Q1 2024 and held it in 2 quarters. The position peaked at $211K in Q1 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • Lake Hills Wealth Management reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
  • Lake Hills Wealth Management sold 732 Public Storage shares in Q3 2024, an estimated $211K.
  • Lake Hills Wealth Management first reported a position in Public Storage in Q1 2024 and held it in 2 quarters.
  • Lake Hills Wealth Management's Public Storage position peaked at $211K in Q1 2024.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Lake Hills Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.