Moisand Fitzgerald Tamayo’s Public Storage PSA Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q4	–	Sell	-25	Closed	-$6.59K	–	783
2023 Q3	$6.59K	Hold	25	–	–	﹤0.01%	393
2023 Q2	$7.3K	Sell	25 -4	-14%	-$1.17K	﹤0.01%	353
2023 Q1	$8.76K	Buy	29 +4	+16%	+$1.18K	﹤0.01%	340
2022 Q4	$7K	Buy	25 +18	+257%	+$5.25K	﹤0.01%	359
2022 Q3	$2K	Buy	+7	New	+$2.28K	﹤0.01%	532

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PSA Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Public Storage (PSA) in Q4 2023, closing a stake of 25 shares — an estimated $6.59K sold.

Moisand Fitzgerald Tamayo first reported a position in PSA in Q3 2022 and held it in 5 quarters. The position peaked at $8.76K in Q1 2023. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 25 Public Storage shares in Q4 2023, an estimated $6.59K.
Moisand Fitzgerald Tamayo first reported a position in Public Storage in Q3 2022 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Public Storage position peaked at $8.76K in Q1 2023.
1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.