RWMG
PSA icon

Redwood Wealth Management Group’s Public Storage PSA Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-1
Closed -$288 – 848
2024
Q2 		$288 Buy
+1
New +$276 ﹤0.01% 1105

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Redwood Wealth Management Group's PSA Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Public Storage (PSA) in Q3 2024, closing a stake of 1 share — an estimated $288 sold.

Redwood Wealth Management Group first reported a position in PSA in Q2 2024 and held it in 1 quarter. The position peaked at $288 in Q2 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1 Public Storage share in Q3 2024, an estimated $288.
  • Redwood Wealth Management Group first reported a position in Public Storage in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Public Storage position peaked at $288 in Q2 2024.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.