RPG Investment Advisory’s Public Storage PSA Stock Holding History

RPG Investment 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
2021 Q4	–	Sell	-10	Closed	-$3K	–	267
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	308
2021 Q2	$3K	Sell	10 -5	-33%	-$1.4K	﹤0.01%	312
2021 Q1	$4K	Hold	15	–	–	﹤0.01%	304
2020 Q4	$3K	Hold	15	–	–	﹤0.01%	304
2020 Q3	$3K	Hold	15	–	–	﹤0.01%	283
2020 Q2	$3K	Hold	15	–	–	﹤0.01%	293
2020 Q1	$3K	Hold	15	–	–	﹤0.01%	231
2019 Q4	$3K	Hold	15	–	–	﹤0.01%	239
2019 Q3	$4K	Hold	15	–	–	﹤0.01%	221
2019 Q2	$4K	Hold	15	–	–	﹤0.01%	221
2019 Q1	$3K	Buy	+15	New	+$3.14K	﹤0.01%	251
2017 Q4	–	Sell	-4	Closed	-$1K	–	509
2017 Q3	$1K	Buy	+4	New	+$827	﹤0.01%	377

Other funds holding PSA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group

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