Peak Financial Advisors’s Public Storage PSA Stock Holding History

Peak Financial 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
2022 Q1	–	Sell	-1,993	Closed	-$746K	–	102
2021 Q4	$746K	Sell	1,993 -7	-0.4%	-$2.34K	0.58%	37
2021 Q3	$594K	Buy	2,000 +182	+10%	+$57.1K	0.52%	35
2021 Q2	$547K	Buy	1,818 +304	+20%	+$85.3K	0.47%	45
2021 Q1	$374K	Buy	1,514 +166	+12%	+$38.7K	0.32%	54
2020 Q4	$311K	Buy	+1,348	New	+$309K	0.27%	50

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Peak Financial Advisors's PSA Position: Q1 2022 in Review

Peak Financial Advisors sold out of Public Storage (PSA) in Q1 2022, closing a stake of 1,993 shares — an estimated $746K sold.

Peak Financial Advisors first reported a position in PSA in Q4 2020 and held it in 5 quarters. The position peaked at $746K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

Peak Financial Advisors reported no remaining Public Storage position as of Q1 2022 after selling out during the quarter.
Peak Financial Advisors sold 1,993 Public Storage shares in Q1 2022, an estimated $746K.
Peak Financial Advisors first reported a position in Public Storage in Q4 2020 and held it in 5 quarters.
Peak Financial Advisors's Public Storage position peaked at $746K in Q4 2021.
1,013 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.