PWA
PSA icon

Phoenix Wealth Advisors’s Public Storage PSA Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-40
Closed -$12K – 302
2021
Q3 		$12K Hold
40
– – 0.01% 294
2021
Q2 		$12K Hold
40
– – 0.01% 287
2021
Q1 		$10K Hold
40
– – 0.01% 297
2020
Q4 		$9K Buy
+40
New +$9.17K 0.01% 300

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Phoenix Wealth Advisors's PSA Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Public Storage (PSA) in Q4 2021, closing a stake of 40 shares — an estimated $12K sold.

Phoenix Wealth Advisors first reported a position in PSA in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2021. 973 funds tracked by Wall St. Rank hold PSA as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Public Storage position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 40 Public Storage shares in Q4 2021, an estimated $12K.
  • Phoenix Wealth Advisors first reported a position in Public Storage in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Public Storage position peaked at $12K in Q3 2021.
  • 973 funds tracked by Wall St. Rank held Public Storage as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.