PWS
PSA icon

Precision Wealth Strategies’s Public Storage PSA Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-877
Closed -$268K – 147
2022
Q2 		$268K Buy
877
+97
+12% +$33.6K 0.21% 110
2022
Q1 		$304K Buy
+780
New +$283K 0.18% 120

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Precision Wealth Strategies's PSA Position: Q3 2022 in Review

Precision Wealth Strategies sold out of Public Storage (PSA) in Q3 2022, closing a stake of 877 shares — an estimated $268K sold.

Precision Wealth Strategies first reported a position in PSA in Q1 2022 and held it in 2 quarters. The position peaked at $304K in Q1 2022. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

  • Precision Wealth Strategies reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
  • Precision Wealth Strategies sold 877 Public Storage shares in Q3 2022, an estimated $268K.
  • Precision Wealth Strategies first reported a position in Public Storage in Q1 2022 and held it in 2 quarters.
  • Precision Wealth Strategies's Public Storage position peaked at $304K in Q1 2022.
  • 932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Precision Wealth Strategies's 13F filing for Q3 2022, filed 25 Oct 2022.