Second Half Financial Partners’s Public Storage PSA Stock Holding History

Second Half Financial 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 Q1	–	Sell	-8,596	Closed	-$2.62M	–	70
2023 Q4	$2.62M	Sell	8,596 -228	-3%	-$60.5K	1.29%	25
2023 Q3	$2.33M	Buy	+8,824	New	+$2.47M	1.16%	17

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Second Half Financial Partners's PSA Position: Q1 2024 in Review

Second Half Financial Partners sold out of Public Storage (PSA) in Q1 2024, closing a stake of 8,596 shares — an estimated $2.62M sold.

Second Half Financial Partners first reported a position in PSA in Q3 2023 and held it in 2 quarters. The position peaked at $2.62M in Q4 2023. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Second Half Financial Partners reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Second Half Financial Partners sold 8,596 Public Storage shares in Q1 2024, an estimated $2.62M.
Second Half Financial Partners first reported a position in Public Storage in Q3 2023 and held it in 2 quarters.
Second Half Financial Partners's Public Storage position peaked at $2.62M in Q4 2023.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Second Half Financial Partners's 13F filing for Q1 2024, filed 9 May 2024.