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Swisher Financial Concepts’s Public Storage PSA Stock Holding History

Swisher Financial Concepts’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
Q3 		– Sell
-2,328
Closed -$664K – 92
2024
Q2 		$664K Buy
2,328
+39
+2% +$10.8K 0.67% 25
2024
Q1 		$627K Buy
2,289
+215
+10% +$61.6K 0.55% 31
2023
Q4 		$606K Buy
+2,074
New +$550K 0.58% 32

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Swisher Financial Concepts's PSA Position: Q3 2024 in Review

Swisher Financial Concepts sold out of Public Storage (PSA) in Q3 2024, closing a stake of 2,328 shares — an estimated $664K sold.

Swisher Financial Concepts first reported a position in PSA in Q4 2023 and held it in 3 quarters. The position peaked at $664K in Q2 2024. 1,132 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • Swisher Financial Concepts reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
  • Swisher Financial Concepts sold 2,328 Public Storage shares in Q3 2024, an estimated $664K.
  • Swisher Financial Concepts first reported a position in Public Storage in Q4 2023 and held it in 3 quarters.
  • Swisher Financial Concepts's Public Storage position peaked at $664K in Q2 2024.
  • 1,132 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Swisher Financial Concepts's 13F filing for Q3 2024, filed 5 Nov 2024.