Tradewinds LLC’s Public Storage PSA Stock Holding History

Tradewinds LLC’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 Q2	–	Sell	-1,196	Closed	-$365K	–	227
2024 Q1	$365K	Buy	+1,196	New	+$343K	0.17%	50
2022 Q3	–	Sell	-677	Closed	-$212K	–	116
2022 Q2	$212K	Buy	+677	New	+$234K	0.14%	111

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Tradewinds LLC's PSA Position: Q2 2024 in Review

Tradewinds LLC sold out of Public Storage (PSA) in Q2 2024, closing a stake of 1,196 shares — an estimated $365K sold.

Tradewinds LLC first reported a position in PSA in Q2 2022 and held it in 2 quarters. The position peaked at $365K in Q1 2024. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

Tradewinds LLC reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
Tradewinds LLC sold 1,196 Public Storage shares in Q2 2024, an estimated $365K.
Tradewinds LLC first reported a position in Public Storage in Q2 2022 and held it in 2 quarters.
Tradewinds LLC's Public Storage position peaked at $365K in Q1 2024.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Tradewinds LLC's 13F filing for Q2 2024, filed 14 Aug 2024.