Level Four Advisory Services’s Public Storage PSA Stock Holding History

Level Four Advisory Services’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
2024 Q2	–	Sell	-1,016	Closed	-$310K	–	862
2024 Q1	$310K	Hold	1,016	–	–	0.02%	597
2023 Q4	$310K	Buy	1,016 +24	+2%	+$6.37K	0.02%	596
2023 Q3	$261K	Buy	992 +29	+3%	+$8.13K	0.02%	609
2023 Q2	$281K	Buy	963 +73	+8%	+$21.3K	0.02%	637
2023 Q1	$269K	Buy	890 +15	+2%	+$4.41K	0.02%	611
2022 Q4	$245K	Buy	875 +21	+2%	+$6.12K	0.02%	570
2022 Q3	$250K	Buy	854 +14	+2%	+$4.55K	0.02%	466
2022 Q2	$263K	Buy	840 +38	+5%	+$13.2K	0.02%	472
2022 Q1	$313K	Buy	802 +18	+2%	+$6.53K	0.02%	507
2021 Q4	$294K	Buy	+784	New	+$262K	0.02%	514

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Level Four Advisory Services's PSA Position: Q2 2024 in Review

Level Four Advisory Services sold out of Public Storage (PSA) in Q2 2024, closing a stake of 1,016 shares — an estimated $310K sold.

Level Four Advisory Services first reported a position in PSA in Q4 2021 and held it in 10 quarters. The position peaked at $313K in Q1 2022. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

Level Four Advisory Services reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 1,016 Public Storage shares in Q2 2024, an estimated $310K.
Level Four Advisory Services first reported a position in Public Storage in Q4 2021 and held it in 10 quarters.
Level Four Advisory Services's Public Storage position peaked at $313K in Q1 2022.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.