SeaCrest Wealth Management’s Public Storage PSA Stock Holding History

SeaCrest 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 Q3	–	Sell	-340	Closed	-$106K	–	1276
2022 Q2	$106K	Buy	+340	New	+$118K	0.01%	838
2020 Q2	–	Sell	-1,380	Closed	-$274K	–	571
2020 Q1	$274K	Buy	1,380 +40	+3%	+$8.57K	0.06%	349
2019 Q4	$285K	Sell	1,340 -612	-31%	-$136K	0.05%	416
2019 Q3	$479K	Buy	1,952 +808	+71%	+$203K	0.09%	266
2019 Q2	$272K	Buy	1,144 +77	+7%	+$17.7K	0.06%	400
2019 Q1	$232K	Sell	1,067 -10	-0.9%	-$2.09K	0.04%	428
2018 Q4	$218K	Sell	1,077 -1,285	-54%	-$262K	0.04%	402
2018 Q3	$476K	Buy	2,362 +1	+0%	+$216	0.08%	268
2018 Q2	$536K	Sell	2,361 -44	-2%	-$9.16K	0.1%	234
2018 Q1	$482K	Sell	2,405 -170	-7%	-$33.1K	0.09%	248
2017 Q4	$538K	Buy	+2,575	New	+$544K	0.1%	219

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SeaCrest Wealth Management's PSA Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Public Storage (PSA) in Q3 2022, closing a stake of 340 shares — an estimated $106K sold.

SeaCrest Wealth Management first reported a position in PSA in Q4 2017 and held it in 11 quarters. The position peaked at $538K in Q4 2017. 933 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

SeaCrest Wealth Management reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 340 Public Storage shares in Q3 2022, an estimated $106K.
SeaCrest Wealth Management first reported a position in Public Storage in Q4 2017 and held it in 11 quarters.
SeaCrest Wealth Management's Public Storage position peaked at $538K in Q4 2017.
933 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.