LF
PSB

Lee Financial’s PS Business Parks, Inc. PSB Stock Holding History

Lee Financial’s Portfolio PSB Stock Details PSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-50
Closed -$9K – 1071
2022
Q2 		$9K Hold
50
– – ﹤0.01% 473
2022
Q1 		$8K Hold
50
– – ﹤0.01% 477
2021
Q4 		$9K Buy
+50
New +$8.79K ﹤0.01% 528

Other funds holding PSB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Lee Financial's PSB Position: Q3 2022 in Review

Lee Financial sold out of PS Business Parks, Inc. (PSB) in Q3 2022, closing a stake of 50 shares — an estimated $9K sold.

Lee Financial first reported a position in PSB in Q4 2021 and held it in 3 quarters. The position peaked at $9K in Q2 2022. 2 funds tracked by Wall St. Rank hold PSB as of Q3 2022.

  • Lee Financial reported no remaining PS Business Parks, Inc. position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 50 PS Business Parks, Inc. shares in Q3 2022, an estimated $9K.
  • Lee Financial first reported a position in PS Business Parks, Inc. in Q4 2021 and held it in 3 quarters.
  • Lee Financial's PS Business Parks, Inc. position peaked at $9K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.