NWAM LLC’s Public Storage PSA Stock Holding History

NWAM LLC’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
2024 Q4	–	Sell	-666	Closed	-$242K	–	631
2024 Q3	$242K	Buy	+666	New	+$216K	0.01%	546
2024 Q1	–	Sell	-665	Closed	-$203K	–	596
2023 Q4	$203K	Buy	+665	New	+$176K	0.02%	528
2022 Q2	–	Sell	-655	Closed	-$256K	–	548
2022 Q1	$256K	Buy	+655	New	+$238K	0.02%	458

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NWAM LLC's PSA Position: Q4 2024 in Review

NWAM LLC sold out of Public Storage (PSA) in Q4 2024, closing a stake of 666 shares — an estimated $242K sold.

NWAM LLC first reported a position in PSA in Q1 2022 and held it in 3 quarters. The position peaked at $256K in Q1 2022. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

NWAM LLC reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
NWAM LLC sold 666 Public Storage shares in Q4 2024, an estimated $242K.
NWAM LLC first reported a position in Public Storage in Q1 2022 and held it in 3 quarters.
NWAM LLC's Public Storage position peaked at $256K in Q1 2022.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on NWAM LLC's 13F filing for Q4 2024, filed 5 Feb 2025.