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Stonebridge Financial Planning Group’s Public Storage PSA Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-23
Closed -$8K – 300
2021
Q4 		$8K Hold
23
– – ﹤0.01% 350
2021
Q3 		$8K Hold
23
– – ﹤0.01% 359
2021
Q2 		$7K Hold
23
– – ﹤0.01% 374
2021
Q1 		$6K Hold
23
– – ﹤0.01% 382
2020
Q4 		$5K Hold
23
– – ﹤0.01% 363
2020
Q3 		$5K Hold
23
– – ﹤0.01% 356
2020
Q2 		$5K Buy
+23
New +$4.44K ﹤0.01% 358

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stonebridge Financial Planning Group's PSA Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Public Storage (PSA) in Q1 2022, closing a stake of 23 shares — an estimated $8K sold.

Stonebridge Financial Planning Group first reported a position in PSA in Q2 2020 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Public Storage position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 23 Public Storage shares in Q1 2022, an estimated $8K.
  • Stonebridge Financial Planning Group first reported a position in Public Storage in Q2 2020 and held it in 7 quarters.
  • Stonebridge Financial Planning Group's Public Storage position peaked at $8K in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.