LFA
PSA icon

Legacy Financial Advisors’s Public Storage PSA Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-221
Closed -$48K – 701
2019
Q1 		$48K Buy
221
+139
+170% +$29.1K 0.02% 284
2018
Q4 		$17K Buy
82
+71
+645% +$14.5K 0.01% 445
2018
Q3 		$2K Sell
11
-8
-42% -$1.73K ﹤0.01% 816
2018
Q2 		$4K Buy
19
+14
+280% +$2.92K ﹤0.01% 740
2018
Q1 		$1K Sell
5
-13
-72% -$2.53K ﹤0.01% 789
2017
Q4 		$3K Buy
+18
New +$3.8K ﹤0.01% 705

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legacy Financial Advisors's PSA Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Public Storage (PSA) in Q2 2019, closing a stake of 221 shares — an estimated $48K sold.

Legacy Financial Advisors first reported a position in PSA in Q4 2017 and held it in 6 quarters. The position peaked at $48K in Q1 2019. 699 funds tracked by Wall St. Rank hold PSA as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Public Storage position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 221 Public Storage shares in Q2 2019, an estimated $48K.
  • Legacy Financial Advisors first reported a position in Public Storage in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Public Storage position peaked at $48K in Q1 2019.
  • 699 funds tracked by Wall St. Rank held Public Storage as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.