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Personal Wealth Partners’s Public Storage PSA Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-11
Closed -$3K – 319
2021
Q2 		$3K Buy
+11
New +$3.08K ﹤0.01% 366
2020
Q1 		– Sell
-23
Closed -$5K – 472
2019
Q4 		$5K Sell
23
-91
-80% -$20.2K ﹤0.01% 278
2019
Q3 		$28K Buy
114
+12
+12% +$3.01K 0.01% 178
2019
Q2 		$24K Buy
+102
New +$23.4K 0.01% 174

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Personal Wealth Partners's PSA Position: Q3 2021 in Review

Personal Wealth Partners sold out of Public Storage (PSA) in Q3 2021, closing a stake of 11 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in PSA in Q2 2019 and held it in 4 quarters. The position peaked at $28K in Q3 2019. 881 funds tracked by Wall St. Rank hold PSA as of Q3 2021.

  • Personal Wealth Partners reported no remaining Public Storage position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 11 Public Storage shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in Public Storage in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Public Storage position peaked at $28K in Q3 2019.
  • 881 funds tracked by Wall St. Rank held Public Storage as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.