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Regent Peak Wealth Advisors’s Public Storage PSA Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-95
Closed -$22K – 772
2020
Q4 		$22K Buy
+95
New +$21.8K 0.01% 442

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regent Peak Wealth Advisors's PSA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Public Storage (PSA) in Q1 2021, closing a stake of 95 shares — an estimated $22K sold.

Regent Peak Wealth Advisors first reported a position in PSA in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 801 funds tracked by Wall St. Rank hold PSA as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Public Storage position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 95 Public Storage shares in Q1 2021, an estimated $22K.
  • Regent Peak Wealth Advisors first reported a position in Public Storage in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Public Storage position peaked at $22K in Q4 2020.
  • 801 funds tracked by Wall St. Rank held Public Storage as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.