Paces Ferry Wealth Advisors’s Public Storage PSA Stock Holding History

Paces Ferry Wealth 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
2020 Q4	–	Sell	-329	Closed	-$73K	–	862
2020 Q3	$73K	Buy	+329	New	+$67.2K	0.06%	191

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Paces Ferry Wealth Advisors's PSA Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Public Storage (PSA) in Q4 2020, closing a stake of 329 shares — an estimated $73K sold.

Paces Ferry Wealth Advisors first reported a position in PSA in Q3 2020 and held it in 1 quarter. The position peaked at $73K in Q3 2020. 792 funds tracked by Wall St. Rank hold PSA as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Public Storage position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 329 Public Storage shares in Q4 2020, an estimated $73K.
Paces Ferry Wealth Advisors first reported a position in Public Storage in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Public Storage position peaked at $73K in Q3 2020.
792 funds tracked by Wall St. Rank held Public Storage as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.