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Tower View Wealth Management’s Public Storage PSA Stock Holding History

Tower View Wealth 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
-797
Closed -$233K – 189
2023
Q2 		$233K Sell
797
-181
-19% -$52.7K 0.16% 54
2023
Q1 		$296K Buy
978
+43
+5% +$12.6K 0.2% 55
2022
Q4 		$262K Buy
935
+107
+13% +$31.2K 0.18% 57
2022
Q3 		$242K Buy
828
+11
+1% +$3.58K 0.18% 57
2022
Q2 		$255K Buy
817
+4
+0.5% +$1.39K 0.19% 58
2022
Q1 		$317K Hold
813
– – 0.17% 70
2021
Q4 		$305K Buy
813
+1
+0.1% +$334 0.16% 70
2021
Q3 		$241K Sell
812
-197
-20% -$61.8K 0.13% 73
2021
Q2 		$303K Sell
1,009
-36
-3% -$10.1K 0.15% 77
2021
Q1 		$258K Sell
1,045
-36
-3% -$8.38K 0.14% 81
2020
Q4 		$250K Buy
1,081
+24
+2% +$5.5K 0.14% 76
2020
Q3 		$235K Buy
1,057
+65
+7% +$13.3K 0.15% 71
2020
Q2 		$190K Buy
992
+206
+26% +$39.7K 0.14% 66
2020
Q1 		$156K Buy
786
+29
+4% +$6.21K 0.14% 59
2019
Q4 		$161K Buy
757
+59
+8% +$13.1K 0.12% 65
2019
Q3 		$171K Buy
698
+75
+12% +$18.8K 0.14% 61
2019
Q2 		$148K Buy
623
+45
+8% +$10.3K 0.13% 63
2019
Q1 		$126K Buy
578
+135
+30% +$28.3K 0.11% 63
2018
Q4 		$90K Buy
443
+19
+4% +$3.88K 0.09% 63
2018
Q3 		$85K Buy
424
+19
+5% +$4.1K 0.07% 77
2018
Q2 		$92K Sell
405
-43
-10% -$8.95K 0.09% 72
2018
Q1 		$90K Sell
448
-26
-5% -$5.07K 0.09% 74
2017
Q4 		$99K Buy
+474
New +$100K 0.09% 77

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

Tower View Wealth Management's PSA Position: Q3 2023 in Review

Tower View Wealth Management sold out of Public Storage (PSA) in Q3 2023, closing a stake of 797 shares — an estimated $233K sold.

Tower View Wealth Management first reported a position in PSA in Q4 2017 and held it in 23 quarters. The position peaked at $317K in Q1 2022. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

  • Tower View Wealth Management reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
  • Tower View Wealth Management sold 797 Public Storage shares in Q3 2023, an estimated $233K.
  • Tower View Wealth Management first reported a position in Public Storage in Q4 2017 and held it in 23 quarters.
  • Tower View Wealth Management's Public Storage position peaked at $317K in Q1 2022.
  • 978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Tower View Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.