SCA
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Spearhead Capital Advisors’s Public Storage PSA Stock Holding History

Spearhead Capital Advisors’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
2019
Q4 		– Sell
-902
Closed -$221K – 110
2019
Q3 		$221K Hold
902
– – 0.06% 91
2019
Q2 		$215K Buy
+902
New +$207K 0.06% 95

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Spearhead Capital Advisors's PSA Position: Q4 2019 in Review

Spearhead Capital Advisors sold out of Public Storage (PSA) in Q4 2019, closing a stake of 902 shares — an estimated $221K sold.

Spearhead Capital Advisors first reported a position in PSA in Q2 2019 and held it in 2 quarters. The position peaked at $221K in Q3 2019. 756 funds tracked by Wall St. Rank hold PSA as of Q4 2019.

  • Spearhead Capital Advisors reported no remaining Public Storage position as of Q4 2019 after selling out during the quarter.
  • Spearhead Capital Advisors sold 902 Public Storage shares in Q4 2019, an estimated $221K.
  • Spearhead Capital Advisors first reported a position in Public Storage in Q2 2019 and held it in 2 quarters.
  • Spearhead Capital Advisors's Public Storage position peaked at $221K in Q3 2019.
  • 756 funds tracked by Wall St. Rank held Public Storage as of Q4 2019.

Based on Spearhead Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.