PWAG
PSA icon

Polaris Wealth Advisory Group’s Public Storage PSA Stock Holding History

Polaris Wealth 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
2019
Q4 		– Sell
-96,638
Closed -$23.4M – 174
2019
Q3 		$23.4M Buy
+96,638
New +$24.3M 1.91% 25
2018
Q2 		– Sell
-149
Closed -$30K – 381
2018
Q1 		$30K Buy
+149
New +$29K ﹤0.01% 265

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Polaris Wealth Advisory Group's PSA Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of Public Storage (PSA) in Q4 2019, closing a stake of 96,638 shares — an estimated $23.4M sold.

Polaris Wealth Advisory Group first reported a position in PSA in Q1 2018 and held it in 2 quarters. The position peaked at $23.4M in Q3 2019. 756 funds tracked by Wall St. Rank hold PSA as of Q4 2019.

  • Polaris Wealth Advisory Group reported no remaining Public Storage position as of Q4 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 96,638 Public Storage shares in Q4 2019, an estimated $23.4M.
  • Polaris Wealth Advisory Group first reported a position in Public Storage in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Public Storage position peaked at $23.4M in Q3 2019.
  • 756 funds tracked by Wall St. Rank held Public Storage as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.