Madrona Financial Services’s Public Storage PSA Stock Holding History

Madrona Financial 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
2022 Q2	–	Sell	-591	Closed	-$242K	–	84
2022 Q1	$242K	Hold	591	–	–	0.12%	71
2021 Q4	$221K	Buy	+591	New	+$197K	0.09%	71

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

Madrona Financial Services's PSA Position: Q2 2022 in Review

Madrona Financial Services sold out of Public Storage (PSA) in Q2 2022, closing a stake of 591 shares — an estimated $242K sold.

Madrona Financial Services first reported a position in PSA in Q4 2021 and held it in 2 quarters. The position peaked at $242K in Q1 2022. 968 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

Madrona Financial Services reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
Madrona Financial Services sold 591 Public Storage shares in Q2 2022, an estimated $242K.
Madrona Financial Services first reported a position in Public Storage in Q4 2021 and held it in 2 quarters.
Madrona Financial Services's Public Storage position peaked at $242K in Q1 2022.
968 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Madrona Financial Services's 13F filing for Q2 2022, filed 27 Jul 2022.