Signature Wealth Management Group’s Public Storage PSA Stock Holding History

Signature Wealth Management Group’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	-596	Closed	-$217K	–	109
2024 Q3	$217K	Buy	+596	New	+$193K	0.09%	102
2018 Q2	–	Sell	-3	Closed	-$1K	–	341
2018 Q1	$1K	Sell	3 -4	-57%	-$779	﹤0.01%	318
2017 Q4	$1K	Buy	+7	New	+$1.48K	﹤0.01%	357

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Signature Wealth Management Group's PSA Position: Q4 2024 in Review

Signature Wealth Management Group sold out of Public Storage (PSA) in Q4 2024, closing a stake of 596 shares — an estimated $217K sold.

Signature Wealth Management Group first reported a position in PSA in Q4 2017 and held it in 3 quarters. The position peaked at $217K in Q3 2024. 1,132 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Signature Wealth Management Group reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Signature Wealth Management Group sold 596 Public Storage shares in Q4 2024, an estimated $217K.
Signature Wealth Management Group first reported a position in Public Storage in Q4 2017 and held it in 3 quarters.
Signature Wealth Management Group's Public Storage position peaked at $217K in Q3 2024.
1,132 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Signature Wealth Management Group's 13F filing for Q4 2024, filed 10 Feb 2025.