RWA Wealth Partners’s Public Storage PSA Stock Holding History

RWA Wealth Partners’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
2024 Q4	–	Sell	-561	Closed	-$204K	–	588
2024 Q3	$204K	Buy	+561	New	+$182K	﹤0.01%	542
2018 Q2	–	Sell	-15	Closed	-$3K	–	830
2018 Q1	$3K	Buy	+15	New	+$2.92K	﹤0.01%	533

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

RWA Wealth Partners's PSA Position: Q4 2024 in Review

RWA Wealth Partners sold out of Public Storage (PSA) in Q4 2024, closing a stake of 561 shares — an estimated $204K sold.

RWA Wealth Partners first reported a position in PSA in Q1 2018 and held it in 2 quarters. The position peaked at $204K in Q3 2024. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

RWA Wealth Partners reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
RWA Wealth Partners sold 561 Public Storage shares in Q4 2024, an estimated $204K.
RWA Wealth Partners first reported a position in Public Storage in Q1 2018 and held it in 2 quarters.
RWA Wealth Partners's Public Storage position peaked at $204K in Q3 2024.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on RWA Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.