LWAC
PSA icon

Laurel Wealth Advisors (California)’s Public Storage PSA Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$374K Hold
1,334
– – 0.04% 434
2022
Q3 		$391K Sell
1,334
-113
-8% -$36.8K 0.04% 404
2022
Q2 		$452K Sell
1,447
-75
-5% -$26K 0.05% 382
2022
Q1 		$594K Sell
1,522
-407
-21% -$148K 0.05% 367
2021
Q4 		$723K Buy
1,929
+774
+67% +$259K 0.06% 341
2021
Q3 		$343K Sell
1,155
-224
-16% -$70.3K 0.06% 309
2021
Q2 		$414K Sell
1,379
-188
-12% -$52.7K 0.05% 321
2021
Q1 		$387K Sell
1,567
-1,726
-52% -$402K 0.06% 304
2020
Q4 		$761K Sell
3,293
-165
-5% -$37.8K 0.11% 184
2020
Q3 		$771K Buy
3,458
+2,207
+176% +$451K 0.13% 177
2020
Q2 		$240K Buy
+1,251
New +$241K 0.04% 333
2018
Q4 		– Sell
-1,468
Closed -$295K – 418
2018
Q3 		$295K Sell
1,468
-3,388
-70% -$731K 0.07% 283
2018
Q2 		$1.1M Sell
4,856
-226
-4% -$47.1K 0.29% 90
2018
Q1 		$1.02M Sell
5,082
-1,885
-27% -$367K 0.32% 83
2017
Q4 		$1.46M Buy
6,967
+886
+15% +$187K 0.42% 68
2017
Q3 		$1.3M Buy
6,081
+3,221
+113% +$666K 0.44% 71
2017
Q2 		$596K Buy
2,860
+1,672
+141% +$360K 0.21% 119
2017
Q1 		$265K Hold
1,188
– – 0.1% 216
2016
Q4 		$265K Sell
1,188
-99
-8% -$21.1K 0.12% 192
2016
Q3 		$287K Buy
1,287
+198
+18% +$46.2K 0.14% 181
2016
Q2 		$278K Buy
1,089
+196
+22% +$50.3K 0.13% 183
2016
Q1 		$246K Sell
893
-80
-8% -$20.2K 0.12% 205
2015
Q4 		$241K Buy
+973
New +$228K 0.12% 197

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PSA Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Public Storage (PSA) position steady in Q4 2022 at 1,334 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #434.

Laurel Wealth Advisors (California) first reported a position in PSA in Q4 2015 and has held it in 23 quarters since. The position peaked at $1.46M in Q4 2017. 956 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

  • Laurel Wealth Advisors (California) held 1,334 shares of Public Storage worth $374K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its Public Storage share count unchanged in Q4 2022.
  • Public Storage made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #434 holding.
  • Laurel Wealth Advisors (California) first reported a position in Public Storage in Q4 2015 and has held it in 23 quarters since.
  • Laurel Wealth Advisors (California)'s Public Storage position peaked at $1.46M in Q4 2017.
  • 956 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.