Meridian Wealth Partners’s Public Storage PSA Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-33	Closed	-$8K	–	959
2021 Q1	$8K	Buy	+33	New	+$7.68K	﹤0.01%	525

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Meridian Wealth Partners's PSA Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Public Storage (PSA) in Q2 2021, closing a stake of 33 shares — an estimated $8K sold.

Meridian Wealth Partners first reported a position in PSA in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 833 funds tracked by Wall St. Rank hold PSA as of Q2 2021.

Meridian Wealth Partners reported no remaining Public Storage position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 33 Public Storage shares in Q2 2021, an estimated $8K.
Meridian Wealth Partners first reported a position in Public Storage in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Public Storage position peaked at $8K in Q1 2021.
833 funds tracked by Wall St. Rank held Public Storage as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.