TFO Wealth Partners’s Public Storage PSA Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-3	Closed	-$1K	–	406
2022 Q2	$1K	Buy	+3	New	+$1.04K	﹤0.01%	453
2020 Q1	–	Sell	-65	Closed	-$13K	–	164
2019 Q4	$13K	Buy	+65	New	+$14.4K	0.01%	120

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

TFO Wealth Partners's PSA Position: Q3 2022 in Review

TFO Wealth Partners sold out of Public Storage (PSA) in Q3 2022, closing a stake of 3 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in PSA in Q4 2019 and held it in 2 quarters. The position peaked at $13K in Q4 2019. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

TFO Wealth Partners reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 3 Public Storage shares in Q3 2022, an estimated $1K.
TFO Wealth Partners first reported a position in Public Storage in Q4 2019 and held it in 2 quarters.
TFO Wealth Partners's Public Storage position peaked at $13K in Q4 2019.
932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.