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Symphony Financial’s Public Storage PSA Stock Holding History

Symphony Financial’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 		– Sell
-2,216
Closed -$639K – 183
2023
Q2 		$639K Sell
2,216
-434
-16% -$126K 0.16% 109
2023
Q1 		$782K Sell
2,650
-452
-15% -$133K 0.2% 99
2022
Q4 		$865K Buy
3,102
+394
+15% +$115K 0.23% 83
2022
Q3 		$778K Buy
2,708
+34
+1% +$11.1K 0.25% 88
2022
Q2 		$832K Sell
2,674
-567
-17% -$196K 0.25% 85
2022
Q1 		$1.31M Buy
3,241
+1,207
+59% +$438K 0.31% 66
2021
Q4 		$743K Buy
2,034
+970
+91% +$324K 0.21% 88
2021
Q3 		$322K Buy
+1,064
New +$334K 0.11% 131

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Symphony Financial's PSA Position: Q3 2023 in Review

Symphony Financial sold out of Public Storage (PSA) in Q3 2023, closing a stake of 2,216 shares — an estimated $639K sold.

Symphony Financial first reported a position in PSA in Q3 2021 and held it in 8 quarters. The position peaked at $1.31M in Q1 2022. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

  • Symphony Financial reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
  • Symphony Financial sold 2,216 Public Storage shares in Q3 2023, an estimated $639K.
  • Symphony Financial first reported a position in Public Storage in Q3 2021 and held it in 8 quarters.
  • Symphony Financial's Public Storage position peaked at $1.31M in Q1 2022.
  • 978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Symphony Financial's 13F filing for Q3 2023, filed 7 Nov 2023.