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RFG Advisory’s Public Storage PSA Stock Holding History

RFG Advisory’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
-1,264
Closed -$333K – 679
2023
Q3 		$333K Sell
1,264
-278
-18% -$77.9K 0.01% 486
2023
Q2 		$450K Buy
1,542
+319
+26% +$93K 0.02% 445
2023
Q1 		$369K Buy
+1,223
New +$360K 0.02% 467
2019
Q1 		– Sell
-1,268
Closed -$257K – 295
2018
Q4 		$257K Sell
1,268
-293
-19% -$59.8K 0.06% 213
2018
Q3 		$315K Buy
1,561
+244
+19% +$52.7K 0.08% 213
2018
Q2 		$299K Buy
1,317
+9
+0.7% +$1.87K 0.09% 164
2018
Q1 		$262K Sell
1,308
-38
-3% -$7.4K 0.1% 161
2017
Q4 		$274K Buy
+1,346
New +$284K 0.13% 145

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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