Lenox Wealth Advisors’s Public Storage PSA Stock Holding History

Lenox Wealth 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
2022 Q1	$0	Hold	1	–	–	﹤0.01%	944
2021 Q4	$0	Hold	1	–	–	﹤0.01%	995
2021 Q3	$0	Hold	1	–	–	﹤0.01%	772
2021 Q2	$0	Hold	1	–	–	﹤0.01%	780
2021 Q1	$0	Buy	+1	New	+$233	﹤0.01%	743
2020 Q1	–	Sell	-2	Closed	–	–	903
2019 Q4	$0	Buy	+2	New	+$444	﹤0.01%	799

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Advisors's PSA Position: Q1 2022 in Review

Lenox Wealth Advisors held its Public Storage (PSA) position steady in Q1 2022 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Lenox Wealth Advisors first reported a position in PSA in Q4 2019 and has held it in 6 quarters since. 1,013 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

Lenox Wealth Advisors held 1 share of Public Storage worth $0 as of Q1 2022.
Lenox Wealth Advisors left its Public Storage share count unchanged in Q1 2022.
Public Storage made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #944 holding.
Lenox Wealth Advisors first reported a position in Public Storage in Q4 2019 and has held it in 6 quarters since.
1,013 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.