PWMAG
PSA icon

Pinnacle Wealth Management Advisory Group’s Public Storage PSA Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q4 		– Sell
-761
Closed -$223K – 308
2022
Q3 		$223K Buy
+761
New +$248K 0.04% 243

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's PSA Position: Q4 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of Public Storage (PSA) in Q4 2022, closing a stake of 761 shares — an estimated $223K sold.

Pinnacle Wealth Management Advisory Group first reported a position in PSA in Q3 2022 and held it in 1 quarter. The position peaked at $223K in Q3 2022. 956 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

  • Pinnacle Wealth Management Advisory Group reported no remaining Public Storage position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 761 Public Storage shares in Q4 2022, an estimated $223K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Public Storage in Q3 2022 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Public Storage position peaked at $223K in Q3 2022.
  • 956 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.