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TD Ameritrade Investment Management’s Public Storage PSA Stock Holding History

TD Ameritrade Investment Management’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
-62
Closed -$18K – 360
2023
Q2 		$18K Sell
62
-18
-23% -$5.25K ﹤0.01% 288
2023
Q1 		$24K Sell
80
-40
-33% -$11.8K ﹤0.01% 287
2022
Q4 		$34K Buy
+120
New +$35K ﹤0.01% 282
2022
Q3 		– Sell
-217
Closed -$68K – 630
2022
Q2 		$68K Sell
217
-131
-38% -$45.4K ﹤0.01% 277
2022
Q1 		$136K Sell
348
-30
-8% -$10.9K ﹤0.01% 266
2021
Q4 		$142K Buy
378
+334
+759% +$112K ﹤0.01% 265
2021
Q3 		$10K Sell
44
-365
-89% -$115K ﹤0.01% 443
2021
Q2 		$123K Buy
409
+350
+593% +$98.2K ﹤0.01% 268
2021
Q1 		$14K Hold
59
– – ﹤0.01% 433
2020
Q4 		$14K Buy
59
+15
+34% +$3.44K ﹤0.01% 433
2020
Q3 		$10K Buy
44
+2
+5% +$409 ﹤0.01% 443
2020
Q2 		$8K Buy
+42
New +$8.1K ﹤0.01% 457
2019
Q3 		– Sell
-2
Closed – – 703
2019
Q2 		$0 Hold
2
– – ﹤0.01% 674
2019
Q1 		$0 Sell
2
-37
-95% -$7.74K ﹤0.01% 611
2018
Q4 		$8K Buy
39
+1
+3% +$204 ﹤0.01% 389
2018
Q3 		$8K Buy
38
+19
+100% +$4.1K ﹤0.01% 355
2018
Q2 		$4K Buy
+19
New +$3.96K ﹤0.01% 282

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

TD Ameritrade Investment Management's PSA Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Public Storage (PSA) in Q3 2023, closing a stake of 62 shares — an estimated $18K sold.

TD Ameritrade Investment Management first reported a position in PSA in Q2 2018 and held it in 17 quarters. The position peaked at $142K in Q4 2021. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 62 Public Storage shares in Q3 2023, an estimated $18K.
  • TD Ameritrade Investment Management first reported a position in Public Storage in Q2 2018 and held it in 17 quarters.
  • TD Ameritrade Investment Management's Public Storage position peaked at $142K in Q4 2021.
  • 978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.