Lauer Wealth’s Public Storage PSA Stock Holding History

Lauer 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
2024 Q3	–	Sell	-833	Closed	-$247K	–	42
2024 Q2	$247K	Sell	833 -377	-31%	-$104K	0.19%	36
2024 Q1	$333K	Buy	1,210 +44	+4%	+$12.6K	0.29%	34
2023 Q4	$342K	Buy	+1,166	New	+$309K	0.32%	32

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lauer Wealth's PSA Position: Q3 2024 in Review

Lauer Wealth sold out of Public Storage (PSA) in Q3 2024, closing a stake of 833 shares — an estimated $247K sold.

Lauer Wealth first reported a position in PSA in Q4 2023 and held it in 3 quarters. The position peaked at $342K in Q4 2023. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

Lauer Wealth reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
Lauer Wealth sold 833 Public Storage shares in Q3 2024, an estimated $247K.
Lauer Wealth first reported a position in Public Storage in Q4 2023 and held it in 3 quarters.
Lauer Wealth's Public Storage position peaked at $342K in Q4 2023.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Lauer Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.