Teamwork Financial Advisors’s Public Storage PSA Stock Holding History

Teamwork Financial 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
2022 Q1	–	Sell	-828	Closed	-$310K	–	315
2021 Q4	$310K	Sell	828 -45	-5%	-$15K	0.06%	233
2021 Q3	$259K	Sell	873 -26	-3%	-$8.16K	0.05%	230
2021 Q2	$270K	Sell	899 -20	-2%	-$5.61K	0.06%	212
2021 Q1	$227K	Sell	919 -123	-12%	-$28.6K	0.05%	214
2020 Q4	$241K	Sell	1,042 -80	-7%	-$18.3K	0.06%	180
2020 Q3	$250K	Sell	1,122 -33	-3%	-$6.74K	0.08%	156
2020 Q2	$222K	Buy	+1,155	New	+$223K	0.08%	166
2020 Q1	–	Sell	-1,186	Closed	-$253K	–	130
2019 Q4	$253K	Buy	+1,186	New	+$263K	0.15%	95

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Teamwork Financial Advisors's PSA Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of Public Storage (PSA) in Q1 2022, closing a stake of 828 shares — an estimated $310K sold.

Teamwork Financial Advisors first reported a position in PSA in Q4 2019 and held it in 8 quarters. The position peaked at $310K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

Teamwork Financial Advisors reported no remaining Public Storage position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 828 Public Storage shares in Q1 2022, an estimated $310K.
Teamwork Financial Advisors first reported a position in Public Storage in Q4 2019 and held it in 8 quarters.
Teamwork Financial Advisors's Public Storage position peaked at $310K in Q4 2021.
1,013 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.