Reilly Financial Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $125K | Hold |
335
| – | – | 0.01% | 257 |
|
|
2021
Q3 | $100K | Hold |
335
| – | – | 0.01% | 264 |
|
|
2021
Q2 | $101K | Buy |
335
+102
| +44% | +$28.6K | 0.01% | 272 |
|
|
2021
Q1 | $57K | Hold |
233
| – | – | 0.01% | 343 |
|
|
2020
Q4 | $54K | Hold |
233
| – | – | 0.01% | 326 |
|
|
2020
Q3 | $52K | Hold |
233
| – | – | 0.01% | 296 |
|
|
2020
Q2 | $45K | Hold |
233
| – | – | 0.01% | 321 |
|
|
2020
Q1 | $46K | Hold |
233
| – | – | 0.01% | 310 |
|
|
2019
Q4 | $50K | Hold |
233
| – | – | 0.01% | 337 |
|
|
2019
Q3 | $57K | Hold |
233
| – | – | 0.01% | 328 |
|
|
2019
Q2 | $55K | Hold |
233
| – | – | 0.01% | 346 |
|
|
2019
Q1 | $51K | Hold |
233
| – | – | 0.01% | 353 |
|
|
2018
Q4 | $47K | Hold |
233
| – | – | 0.01% | 345 |
|
|
2018
Q3 | $47K | Hold |
233
| – | – | 0.01% | 374 |
|
|
2018
Q2 | $53K | Hold |
233
| – | – | 0.01% | 303 |
|
|
2018
Q1 | $47K | Hold |
233
| – | – | 0.01% | 314 |
|
|
2017
Q4 | $49K | Hold |
233
| – | – | 0.01% | 333 |
|
|
2017
Q3 | $50K | Sell |
233
-1
| -0.4% | -$207 | 0.01% | 312 |
|
|
2017
Q2 | $49K | Buy |
234
+2
| +0.9% | +$430 | 0.01% | 309 |
|
|
2017
Q1 | $51K | Buy |
232
+1
| +0.4% | +$221 | 0.01% | 292 |
|
|
2016
Q4 | $52K | Buy |
231
+1
| +0.4% | +$213 | 0.01% | 273 |
|
|
2016
Q3 | $51K | Buy |
230
+1
| +0.4% | +$234 | 0.01% | 263 |
|
|
2016
Q2 | $58K | Buy |
+229
| New | +$58.8K | 0.01% | 244 |
|
|
2015
Q4 | – | Sell |
-1,876
| Closed | -$439K | – | 1348 |
|
|
2015
Q3 | $89K | Buy |
1,876
+1,651
| +734% | +$336K | 0.02% | 275 |
|
|
2015
Q2 | $42K | Sell |
225
-578
| -72% | -$111K | 0.01% | 471 |
|
|
2015
Q1 | $158K | Buy |
803
+1
| +0.1% | +$198 | 0.03% | 204 |
|
|
2014
Q4 | $148K | Buy |
802
+1
| +0.1% | +$181 | 0.04% | 156 |
|
|
2014
Q3 | $133K | Sell |
801
-209
| -21% | -$35.9K | 0.03% | 154 |
|
|
2014
Q2 | $174K | Buy |
1,010
+790
| +359% | +$135K | 0.04% | 127 |
|
|
2014
Q1 | $37K | Sell |
220
-499
| -69% | -$80.8K | 0.01% | 320 |
|
|
2013
Q4 | $108K | Buy |
719
+1
| +0.1% | +$160 | 0.03% | 157 |
|
|
2013
Q3 | $118K | Buy |
718
+1
| +0.1% | +$158 | 0.03% | 125 |
|
|
2013
Q2 | $111K | Buy |
+717
| New | +$113K | 0.03% | 133 |
|
Other funds holding PSA
Reilly Financial Advisors's PSA Position: Q4 2021 in Review
Reilly Financial Advisors held its Public Storage (PSA) position steady in Q4 2021 at 335 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #257.
Reilly Financial Advisors first reported a position in PSA in Q2 2013 and has held it in 33 quarters since. The position peaked at $174K in Q2 2014. 974 funds tracked by Wall St. Rank hold PSA as of Q4 2021.
- Reilly Financial Advisors held 335 shares of Public Storage worth $125K as of Q4 2021.
- Reilly Financial Advisors left its Public Storage share count unchanged in Q4 2021.
- Public Storage made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #257 holding.
- Reilly Financial Advisors first reported a position in Public Storage in Q2 2013 and has held it in 33 quarters since.
- Reilly Financial Advisors's Public Storage position peaked at $174K in Q2 2014.
- 974 funds tracked by Wall St. Rank held Public Storage as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.