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

Lake Point 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
2022 Q2	$39K	Hold	124	–	–	0.02%	79
2022 Q1	$48K	Hold	124	–	–	0.02%	69
2021 Q4	$46K	Hold	124	–	–	0.02%	76
2021 Q3	$37K	Buy	+124	New	+$38.9K	0.02%	73
2019 Q1	–	Sell	-46	Closed	-$9K	–	822
2018 Q4	$9K	Buy	+46	New	+$9.39K	﹤0.01%	485

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

Lake Point Wealth Management's PSA Position: Q2 2022 in Review

Lake Point Wealth Management held its Public Storage (PSA) position steady in Q2 2022 at 124 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #79.

Lake Point Wealth Management first reported a position in PSA in Q4 2018 and has held it in 5 quarters since. The position peaked at $48K in Q1 2022. 968 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

Lake Point Wealth Management held 124 shares of Public Storage worth $39K as of Q2 2022.
Lake Point Wealth Management left its Public Storage share count unchanged in Q2 2022.
Public Storage made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #79 holding.
Lake Point Wealth Management first reported a position in Public Storage in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's Public Storage position peaked at $48K in Q1 2022.
968 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.