Peterson Wealth Management’s Public Storage PSA Stock Holding History

Peterson Wealth Management’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 Q4	–	Sell	-762	Closed	-$201K	–	57
2023 Q3	$201K	Sell	762 -282	-27%	-$79K	0.17%	58
2023 Q2	$305K	Buy	+1,044	New	+$304K	0.24%	60
2022 Q4	–	Sell	-686	Closed	-$201K	–	60
2022 Q3	$201K	Buy	+686	New	+$223K	0.19%	57
2022 Q2	–	Sell	-1,702	Closed	-$664K	–	56
2022 Q1	$664K	Buy	+1,702	New	+$618K	0.45%	49

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peterson Wealth Management's PSA Position: Q4 2023 in Review

Peterson Wealth Management sold out of Public Storage (PSA) in Q4 2023, closing a stake of 762 shares — an estimated $201K sold.

Peterson Wealth Management first reported a position in PSA in Q1 2022 and held it in 4 quarters. The position peaked at $664K in Q1 2022. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

Peterson Wealth Management reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
Peterson Wealth Management sold 762 Public Storage shares in Q4 2023, an estimated $201K.
Peterson Wealth Management first reported a position in Public Storage in Q1 2022 and held it in 4 quarters.
Peterson Wealth Management's Public Storage position peaked at $664K in Q1 2022.
1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Peterson Wealth Management's 13F filing for Q4 2023, filed 22 Feb 2024.