Principle Wealth Partners’s Public Storage PSA Stock Holding History

Principle Wealth Partners’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
2020 Q3	–	Sell	-564	Closed	-$108K	–	361
2020 Q2	$108K	Buy	+564	New	+$109K	0.03%	202

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principle Wealth Partners's PSA Position: Q3 2020 in Review

Principle Wealth Partners sold out of Public Storage (PSA) in Q3 2020, closing a stake of 564 shares — an estimated $108K sold.

Principle Wealth Partners first reported a position in PSA in Q2 2020 and held it in 1 quarter. The position peaked at $108K in Q2 2020. 727 funds tracked by Wall St. Rank hold PSA as of Q3 2020.

Principle Wealth Partners reported no remaining Public Storage position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 564 Public Storage shares in Q3 2020, an estimated $108K.
Principle Wealth Partners first reported a position in Public Storage in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's Public Storage position peaked at $108K in Q2 2020.
727 funds tracked by Wall St. Rank held Public Storage as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.