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MinichMacGregor Wealth Management’s Public Storage PSA Stock Holding History

MinichMacGregor Wealth Management’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
2020
Q2 		– Sell
-3,500
Closed -$684K – 100
2020
Q1 		$684K Buy
+3,500
New +$750K 0.61% 48

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MinichMacGregor Wealth Management's PSA Position: Q2 2020 in Review

MinichMacGregor Wealth Management sold out of Public Storage (PSA) in Q2 2020, closing a stake of 3,500 shares — an estimated $684K sold.

MinichMacGregor Wealth Management first reported a position in PSA in Q1 2020 and held it in 1 quarter. The position peaked at $684K in Q1 2020. 719 funds tracked by Wall St. Rank hold PSA as of Q2 2020.

  • MinichMacGregor Wealth Management reported no remaining Public Storage position as of Q2 2020 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 3,500 Public Storage shares in Q2 2020, an estimated $684K.
  • MinichMacGregor Wealth Management first reported a position in Public Storage in Q1 2020 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Public Storage position peaked at $684K in Q1 2020.
  • 719 funds tracked by Wall St. Rank held Public Storage as of Q2 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.