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Omnia Family Wealth’s Public Storage PSA Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-35
Closed -$8K – 412
2019
Q1 		$8K Buy
+35
New +$7.33K ﹤0.01% 281
2018
Q1 		– Sell
-42
Closed -$9K – 625
2017
Q4 		$9K Buy
42
+29
+223% +$6.13K ﹤0.01% 301
2017
Q3 		$3K Sell
13
-45
-78% -$9.3K ﹤0.01% 398
2017
Q2 		$12K Buy
58
+5
+9% +$1.07K 0.01% 262
2017
Q1 		$12K Sell
53
-123
-70% -$27.2K 0.01% 263
2016
Q4 		$39K Buy
+176
New +$37.5K 0.02% 172

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Omnia Family Wealth's PSA Position: Q2 2019 in Review

Omnia Family Wealth sold out of Public Storage (PSA) in Q2 2019, closing a stake of 35 shares — an estimated $8K sold.

Omnia Family Wealth first reported a position in PSA in Q4 2016 and held it in 6 quarters. The position peaked at $39K in Q4 2016. 699 funds tracked by Wall St. Rank hold PSA as of Q2 2019.

  • Omnia Family Wealth reported no remaining Public Storage position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 35 Public Storage shares in Q2 2019, an estimated $8K.
  • Omnia Family Wealth first reported a position in Public Storage in Q4 2016 and held it in 6 quarters.
  • Omnia Family Wealth's Public Storage position peaked at $39K in Q4 2016.
  • 699 funds tracked by Wall St. Rank held Public Storage as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.