M Holdings Securities’s Public Storage PSA Stock Holding History

M Holdings Securities’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 Q3	–	Sell	-721	Closed	-$207K	–	248
2024 Q2	$207K	Buy	+721	New	+$199K	0.03%	283

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

M Holdings Securities's PSA Position: Q3 2024 in Review

M Holdings Securities sold out of Public Storage (PSA) in Q3 2024, closing a stake of 721 shares — an estimated $207K sold.

M Holdings Securities first reported a position in PSA in Q2 2024 and held it in 1 quarter. The position peaked at $207K in Q2 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

M Holdings Securities reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
M Holdings Securities sold 721 Public Storage shares in Q3 2024, an estimated $207K.
M Holdings Securities first reported a position in Public Storage in Q2 2024 and held it in 1 quarter.
M Holdings Securities's Public Storage position peaked at $207K in Q2 2024.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.