Sutton Wealth Advisors’s Public Storage PSA Stock Holding History

Sutton Wealth 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
2023 Q3	$8.96K	Sell	34 -13	-28%	-$3.64K	﹤0.01%	489
2023 Q2	$13.7K	Hold	47	–	–	0.01%	406
2023 Q1	$14.2K	Hold	47	–	–	0.01%	355
2022 Q4	$13.2K	Buy	47 +7	+18%	+$2.04K	0.01%	842
2022 Q3	$11.7K	Sell	40 -7	-15%	-$2.28K	﹤0.01%	843
2022 Q2	$14.7K	Buy	47 +5	+12%	+$1.73K	0.01%	773
2022 Q1	$16.4K	Buy	42 +6	+17%	+$2.18K	0.01%	781
2021 Q4	$13.5K	Buy	36 +5	+16%	+$1.67K	﹤0.01%	832
2021 Q3	$9.21K	Sell	31 -10	-24%	-$3.14K	﹤0.01%	941
2021 Q2	$12.3K	Hold	41	–	–	﹤0.01%	844
2021 Q1	$10.1K	Buy	41 +1	+3%	+$233	﹤0.01%	877
2020 Q4	$9.24K	Hold	40	–	–	﹤0.01%	835
2020 Q3	$8.91K	Buy	40 +7	+21%	+$1.43K	﹤0.01%	774
2020 Q2	$6.33K	Sell	33 -6	-15%	-$1.16K	﹤0.01%	814
2020 Q1	$7.75K	Buy	39 +13	+50%	+$2.79K	﹤0.01%	726
2019 Q4	$5.54K	Hold	26	–	–	﹤0.01%	933
2019 Q3	$6.38K	Hold	26	–	–	﹤0.01%	891
2019 Q2	$6.19K	Buy	26 +3	+13%	+$688	﹤0.01%	883
2019 Q1	$5.01K	Hold	23	–	–	﹤0.01%	934
2018 Q4	$4.66K	Sell	23 -14	-38%	-$2.86K	﹤0.01%	897
2018 Q3	$7.46K	Hold	37	–	–	﹤0.01%	841
2018 Q2	$8.39K	Hold	37	–	–	0.01%	863
2018 Q1	$7.41K	Sell	37 -5	-12%	-$974	0.01%	875
2017 Q4	$8.78K	Buy	42 +5	+14%	+$1.06K	0.01%	815
2017 Q3	$7.92K	Hold	37	–	–	0.01%	805
2017 Q2	$7.72K	Hold	37	–	–	0.01%	807
2017 Q1	$8.1K	Hold	37	–	–	0.01%	766
2016 Q4	$8.27K	Hold	37	–	–	0.01%	740
2016 Q3	$8.26K	Hold	37	–	–	0.01%	708
2016 Q2	$9.46K	Hold	37	–	–	0.01%	641
2016 Q1	$10.2K	Buy	+37	New	+$9.33K	0.01%	608

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's PSA Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Public Storage (PSA) stake by 28% in Q3 2023, selling an estimated $3.64K and leaving 34 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Sutton Wealth Advisors first reported a position in PSA in Q1 2016 and has held it in 31 quarters since. The position peaked at $16.4K in Q1 2022. 979 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Sutton Wealth Advisors held 34 shares of Public Storage worth $8.96K as of Q3 2023.
Sutton Wealth Advisors sold 13 Public Storage shares in Q3 2023, an estimated $3.64K.
Public Storage made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #489 holding.
Sutton Wealth Advisors first reported a position in Public Storage in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Public Storage position peaked at $16.4K in Q1 2022.
979 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.