Patriot Financial Group Insurance Agency’s Public Storage PSA Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-770	Closed	-$225K	–	487
2023 Q2	$225K	Sell	770 -24	-3%	-$6.99K	0.04%	407
2023 Q1	$240K	Buy	794 +68	+9%	+$20K	0.05%	383
2022 Q4	$203K	Buy	+726	New	+$212K	0.03%	396
2018 Q2	–	Sell	-15	Closed	-$3K	–	843
2018 Q1	$3K	Buy	15 +4	+36%	+$779	﹤0.01%	839
2017 Q4	$2K	Buy	11 +1	+10%	+$211	﹤0.01%	869
2017 Q3	$2K	Buy	10 +3	+43%	+$620	﹤0.01%	844
2017 Q2	$1K	Buy	+7	New	+$1.5K	﹤0.01%	895

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Patriot Financial Group Insurance Agency's PSA Position: Q3 2023 in Review

Patriot Financial Group Insurance Agency sold out of Public Storage (PSA) in Q3 2023, closing a stake of 770 shares — an estimated $225K sold.

Patriot Financial Group Insurance Agency first reported a position in PSA in Q2 2017 and held it in 7 quarters. The position peaked at $240K in Q1 2023. 979 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Patriot Financial Group Insurance Agency reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 770 Public Storage shares in Q3 2023, an estimated $225K.
Patriot Financial Group Insurance Agency first reported a position in Public Storage in Q2 2017 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Public Storage position peaked at $240K in Q1 2023.
979 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2023, filed 19 Oct 2023.