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Provenance Wealth Advisors’s Public Storage PSA Stock Holding History

Provenance Wealth Advisors’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
2023
Q4 		– Sell
-30
Closed -$7.91K – 609
2023
Q3 		$7.91K Buy
+30
New +$8.41K ﹤0.01% 256

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Provenance Wealth Advisors's PSA Position: Q4 2023 in Review

Provenance Wealth Advisors sold out of Public Storage (PSA) in Q4 2023, closing a stake of 30 shares — an estimated $7.91K sold.

Provenance Wealth Advisors first reported a position in PSA in Q3 2023 and held it in 1 quarter. The position peaked at $7.91K in Q3 2023. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

  • Provenance Wealth Advisors reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
  • Provenance Wealth Advisors sold 30 Public Storage shares in Q4 2023, an estimated $7.91K.
  • Provenance Wealth Advisors first reported a position in Public Storage in Q3 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Public Storage position peaked at $7.91K in Q3 2023.
  • 1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Provenance Wealth Advisors's 13F filing for Q4 2023, filed 15 Aug 2025.