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Schrum Private Wealth Management’s Public Storage PSA Stock Holding History

Schrum Private Wealth Management’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
Q2 		– Sell
-528
Closed -$207K – 122
2022
Q1 		$207K Buy
+528
New +$192K 0.21% 116

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Schrum Private Wealth Management's PSA Position: Q2 2022 in Review

Schrum Private Wealth Management sold out of Public Storage (PSA) in Q2 2022, closing a stake of 528 shares — an estimated $207K sold.

Schrum Private Wealth Management first reported a position in PSA in Q1 2022 and held it in 1 quarter. The position peaked at $207K in Q1 2022. 968 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

  • Schrum Private Wealth Management reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
  • Schrum Private Wealth Management sold 528 Public Storage shares in Q2 2022, an estimated $207K.
  • Schrum Private Wealth Management first reported a position in Public Storage in Q1 2022 and held it in 1 quarter.
  • Schrum Private Wealth Management's Public Storage position peaked at $207K in Q1 2022.
  • 968 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Schrum Private Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.