Ropes Wealth Advisors’s Public Storage PSA Stock Holding History

Ropes 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
2022 Q4	–	Sell	-689	Closed	-$202K	–	280
2022 Q3	$202K	Hold	689	–	–	0.04%	245
2022 Q2	$215K	Hold	689	–	–	0.04%	251
2022 Q1	$269K	Hold	689	–	–	0.05%	250
2021 Q4	$258K	Hold	689	–	–	0.05%	238
2021 Q3	$205K	Hold	689	–	–	0.03%	268
2021 Q2	$207K	Buy	+689	New	+$193K	0.03%	257
2021 Q1	–	Sell	-689	Closed	-$159K	–	647
2020 Q4	$159K	Sell	689 -51	-7%	-$11.7K	0.02%	250
2020 Q3	$165K	Buy	740 +333	+82%	+$68K	0.03%	219
2020 Q2	$78K	Buy	407 +7	+2%	+$1.35K	0.02%	276
2020 Q1	$79K	Hold	400	–	–	0.02%	246
2019 Q4	$85K	Sell	400 -25	-6%	-$5.55K	0.02%	285
2019 Q3	$104K	Hold	425	–	–	0.02%	278
2019 Q2	$101K	Hold	425	–	–	0.02%	274
2019 Q1	$93K	Sell	425 -25	-6%	-$5.23K	0.02%	272
2018 Q4	$91K	Sell	450 -50	-10%	-$10.2K	0.03%	264
2018 Q3	$101K	Hold	500	–	–	0.03%	277
2018 Q2	$113K	Hold	500	–	–	0.03%	275
2018 Q1	$100K	Buy	+500	New	+$97.4K	0.03%	270
2016 Q3	–	Sell	-16	Closed	-$4K	–	492
2016 Q2	$4K	Buy	+16	New	+$4.11K	﹤0.01%	415
2015 Q4	–	Sell	-600	Closed	-$127K	–	526
2015 Q3	$127K	Buy	+600	New	+$122K	0.07%	171

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ropes Wealth Advisors's PSA Position: Q4 2022 in Review

Ropes Wealth Advisors sold out of Public Storage (PSA) in Q4 2022, closing a stake of 689 shares — an estimated $202K sold.

Ropes Wealth Advisors first reported a position in PSA in Q3 2015 and held it in 20 quarters. The position peaked at $269K in Q1 2022. 957 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

Ropes Wealth Advisors reported no remaining Public Storage position as of Q4 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 689 Public Storage shares in Q4 2022, an estimated $202K.
Ropes Wealth Advisors first reported a position in Public Storage in Q3 2015 and held it in 20 quarters.
Ropes Wealth Advisors's Public Storage position peaked at $269K in Q1 2022.
957 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Ropes Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.