Steward Partners Investment Advisory’s PS Business Parks, Inc. PSB Stock Holding History

Steward Partners Investment Advisory’s Portfolio PSB Stock Details PSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-520	Closed	-$97K	–	3498
2022 Q2	$97K	Sell	520 -215	-29%	-$39.2K	﹤0.01%	1511
2022 Q1	$124K	Buy	735 +205	+39%	+$33.8K	﹤0.01%	1515
2021 Q4	$98K	Buy	+530	New	+$93.2K	﹤0.01%	1614
2020 Q4	–	Sell	-12	Closed	-$1K	–	3041
2020 Q3	$1K	Buy	+12	New	+$1.55K	﹤0.01%	2712

Other funds holding PSB

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Steward Partners Investment Advisory's PSB Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of PS Business Parks, Inc. (PSB) in Q3 2022, closing a stake of 520 shares — an estimated $97K sold.

Steward Partners Investment Advisory first reported a position in PSB in Q3 2020 and held it in 4 quarters. The position peaked at $124K in Q1 2022. 2 funds tracked by Wall St. Rank hold PSB as of Q3 2022.

Steward Partners Investment Advisory reported no remaining PS Business Parks, Inc. position as of Q3 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 520 PS Business Parks, Inc. shares in Q3 2022, an estimated $97K.
Steward Partners Investment Advisory first reported a position in PS Business Parks, Inc. in Q3 2020 and held it in 4 quarters.
Steward Partners Investment Advisory's PS Business Parks, Inc. position peaked at $124K in Q1 2022.
2 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.