MPM
PSB

Meritage Portfolio Management’s PS Business Parks, Inc. PSB Stock Holding History

Meritage Portfolio Management’s Portfolio PSB Stock Details PSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,282
Closed -$240K – 343
2022
Q2 		$240K Buy
1,282
+36
+3% +$6.56K 0.02% 272
2022
Q1 		$209K Buy
1,246
+103
+9% +$17K 0.01% 319
2021
Q4 		$211K Buy
+1,143
New +$201K 0.01% 323

Other funds holding PSB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Meritage Portfolio Management's PSB Position: Q3 2022 in Review

Meritage Portfolio Management sold out of PS Business Parks, Inc. (PSB) in Q3 2022, closing a stake of 1,282 shares — an estimated $240K sold.

Meritage Portfolio Management first reported a position in PSB in Q4 2021 and held it in 3 quarters. The position peaked at $240K in Q2 2022. 2 funds tracked by Wall St. Rank hold PSB as of Q3 2022.

  • Meritage Portfolio Management reported no remaining PS Business Parks, Inc. position as of Q3 2022 after selling out during the quarter.
  • Meritage Portfolio Management sold 1,282 PS Business Parks, Inc. shares in Q3 2022, an estimated $240K.
  • Meritage Portfolio Management first reported a position in PS Business Parks, Inc. in Q4 2021 and held it in 3 quarters.
  • Meritage Portfolio Management's PS Business Parks, Inc. position peaked at $240K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q3 2022.

Based on Meritage Portfolio Management's 13F filing for Q3 2022, filed 25 Oct 2022.