Optimum Investment Advisors’s Public Storage PSA Stock Holding History

Optimum Investment Advisors’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	-1	Closed	-$280	–	774
2022 Q4	$280	Hold	1	–	–	﹤0.01%	747
2022 Q3	$0	Buy	+1	New	+$325	﹤0.01%	869
2020 Q1	–	Sell	-20	Closed	-$4K	–	927
2019 Q4	$4K	Sell	20 -17	-46%	-$3.77K	﹤0.01%	863
2019 Q3	$9K	Buy	37 +17	+85%	+$4.27K	﹤0.01%	819
2019 Q2	$5K	Hold	20	–	–	﹤0.01%	848
2019 Q1	$4K	Hold	20	–	–	﹤0.01%	915
2018 Q4	$4K	Hold	20	–	–	﹤0.01%	872
2018 Q3	$4K	Hold	20	–	–	﹤0.01%	941
2018 Q2	$5K	Hold	20	–	–	﹤0.01%	931
2018 Q1	$4K	Buy	+20	New	+$3.9K	﹤0.01%	920

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Optimum Investment Advisors's PSA Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Public Storage (PSA) in Q1 2023, closing a stake of 1 share — an estimated $280 sold.

Optimum Investment Advisors first reported a position in PSA in Q1 2018 and held it in 10 quarters. The position peaked at $9K in Q3 2019. 947 funds tracked by Wall St. Rank hold PSA as of Q1 2023.

Optimum Investment Advisors reported no remaining Public Storage position as of Q1 2023 after selling out during the quarter.
Optimum Investment Advisors sold 1 Public Storage share in Q1 2023, an estimated $280.
Optimum Investment Advisors first reported a position in Public Storage in Q1 2018 and held it in 10 quarters.
Optimum Investment Advisors's Public Storage position peaked at $9K in Q3 2019.
947 funds tracked by Wall St. Rank held Public Storage as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.