Tradition Wealth Management’s Public Storage PSA Stock Holding History

Tradition 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
2024 Q1	–	Sell	-260	Closed	-$79K	–	981
2023 Q4	$79K	Sell	260 -13	-5%	-$3.45K	0.01%	526
2023 Q3	$72K	Sell	273 -2	-0.7%	-$561	0.01%	522
2023 Q2	$80K	Buy	275 +15	+6%	+$4.37K	0.01%	507
2023 Q1	$79K	Sell	260 -5	-2%	-$1.47K	0.01%	505
2022 Q4	$74K	Buy	265 +7	+3%	+$2.04K	0.01%	442
2022 Q3	$76K	Buy	258 +1	+0.4%	+$325	0.01%	415
2022 Q2	$80K	Hold	257	–	–	0.01%	386
2022 Q1	$100K	Sell	257 -4	-2%	-$1.45K	0.01%	398
2021 Q4	$98K	Buy	261 +4	+2%	+$1.34K	0.01%	403
2021 Q3	$76K	Hold	257	–	–	0.01%	415
2021 Q2	$77K	Hold	257	–	–	0.01%	439
2021 Q1	$63K	Hold	257	–	–	0.01%	393
2020 Q4	$59K	Buy	+257	New	+$58.9K	0.01%	377

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Tradition Wealth Management's PSA Position: Q1 2024 in Review

Tradition Wealth Management sold out of Public Storage (PSA) in Q1 2024, closing a stake of 260 shares — an estimated $79K sold.

Tradition Wealth Management first reported a position in PSA in Q4 2020 and held it in 13 quarters. The position peaked at $100K in Q1 2022. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Tradition Wealth Management reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 260 Public Storage shares in Q1 2024, an estimated $79K.
Tradition Wealth Management first reported a position in Public Storage in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Public Storage position peaked at $100K in Q1 2022.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.