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Legal Advantage Investments’s Public Storage PSA Stock Holding History

Legal Advantage Investments’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
Q1 		– Sell
-2,218
Closed -$800K – 82
2021
Q4 		$800K Buy
2,218
+500
+29% +$167K 0.54% 48
2021
Q3 		$510K Hold
1,718
– – 0.34% 65
2021
Q2 		$517K Buy
1,718
+1
+0.1% +$280 0.35% 63
2021
Q1 		$423K Buy
1,717
+82
+5% +$19.1K 0.32% 64
2020
Q4 		$378K Buy
+1,635
New +$375K 0.29% 61

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal Advantage Investments's PSA Position: Q1 2022 in Review

Legal Advantage Investments sold out of Public Storage (PSA) in Q1 2022, closing a stake of 2,218 shares — an estimated $800K sold.

Legal Advantage Investments first reported a position in PSA in Q4 2020 and held it in 5 quarters. The position peaked at $800K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

  • Legal Advantage Investments reported no remaining Public Storage position as of Q1 2022 after selling out during the quarter.
  • Legal Advantage Investments sold 2,218 Public Storage shares in Q1 2022, an estimated $800K.
  • Legal Advantage Investments first reported a position in Public Storage in Q4 2020 and held it in 5 quarters.
  • Legal Advantage Investments's Public Storage position peaked at $800K in Q4 2021.
  • 1,014 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Legal Advantage Investments's 13F filing for Q1 2022, filed 6 May 2022.