Private Client Services’s Public Storage PSA Stock Holding History

Private Client Services’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
2024 Q1	–	Sell	-2,295	Closed	-$700K	–	147
2023 Q4	$700K	Buy	+2,295	New	+$609K	0.57%	51

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Private Client Services's PSA Position: Q1 2024 in Review

Private Client Services sold out of Public Storage (PSA) in Q1 2024, closing a stake of 2,295 shares — an estimated $700K sold.

Private Client Services first reported a position in PSA in Q4 2023 and held it in 1 quarter. The position peaked at $700K in Q4 2023. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Private Client Services reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Private Client Services sold 2,295 Public Storage shares in Q1 2024, an estimated $700K.
Private Client Services first reported a position in Public Storage in Q4 2023 and held it in 1 quarter.
Private Client Services's Public Storage position peaked at $700K in Q4 2023.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Private Client Services's 13F filing for Q1 2024, filed 10 May 2024.