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MPS Loria Financial Planners’s Public Storage PSA Stock Holding History

MPS Loria Financial Planners’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
-6
Closed -$1K – 458
2021
Q1 		$1K Hold
6
– – ﹤0.01% 526
2020
Q4 		$1K Buy
+6
New +$1.38K ﹤0.01% 569

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MPS Loria Financial Planners's PSA Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Public Storage (PSA) in Q2 2021, closing a stake of 6 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in PSA in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 833 funds tracked by Wall St. Rank hold PSA as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Public Storage position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 6 Public Storage shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Public Storage in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Public Storage position peaked at $1K in Q1 2021.
  • 833 funds tracked by Wall St. Rank held Public Storage as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.