The Family Firm’s Public Storage PSA Stock Holding History

The Family Firm’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	-273	Closed	-$78.6K	–	680
2024 Q2	$78.6K	Buy	+273	New	+$75.3K	0.02%	320

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

The Family Firm's PSA Position: Q3 2024 in Review

The Family Firm sold out of Public Storage (PSA) in Q3 2024, closing a stake of 273 shares — an estimated $78.6K sold.

The Family Firm first reported a position in PSA in Q2 2024 and held it in 1 quarter. The position peaked at $78.6K in Q2 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

The Family Firm reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 273 Public Storage shares in Q3 2024, an estimated $78.6K.
The Family Firm first reported a position in Public Storage in Q2 2024 and held it in 1 quarter.
The Family Firm's Public Storage position peaked at $78.6K in Q2 2024.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.