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Money Concepts Capital’s Public Storage PSA Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-295
Closed -$82.7K – 2260
2022
Q4 		$82.7K Buy
295
+86
+41% +$25.1K ﹤0.01% 1052
2022
Q3 		$61K Buy
209
+18
+9% +$5.86K ﹤0.01% 684
2022
Q2 		$61K Sell
191
-62
-25% -$21.5K 0.01% 669
2022
Q1 		$99K Buy
+253
New +$91.8K 0.01% 995

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Money Concepts Capital's PSA Position: Q1 2023 in Review

Money Concepts Capital sold out of Public Storage (PSA) in Q1 2023, closing a stake of 295 shares — an estimated $82.7K sold.

Money Concepts Capital first reported a position in PSA in Q1 2022 and held it in 4 quarters. The position peaked at $99K in Q1 2022. 947 funds tracked by Wall St. Rank hold PSA as of Q1 2023.

  • Money Concepts Capital reported no remaining Public Storage position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 295 Public Storage shares in Q1 2023, an estimated $82.7K.
  • Money Concepts Capital first reported a position in Public Storage in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Public Storage position peaked at $99K in Q1 2022.
  • 947 funds tracked by Wall St. Rank held Public Storage as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.