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tru Independence’s Public Storage PSA Stock Holding History

tru Independence’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
2021
Q1 		– Sell
-20
Closed -$5 – 610
2020
Q4 		$5 Hold
20
– – ﹤0.01% 610
2020
Q3 		$4K Sell
20
-304
-94% -$62.1K ﹤0.01% 304
2020
Q2 		$62 Hold
324
– – 0.01% 355
2020
Q1 		$64 Hold
324
– – 0.01% 280
2019
Q4 		$64K Buy
+324
New +$71.9K 0.01% 347

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

tru Independence's PSA Position: Q1 2021 in Review

tru Independence sold out of Public Storage (PSA) in Q1 2021, closing a stake of 20 shares — an estimated $5 sold.

tru Independence first reported a position in PSA in Q4 2019 and held it in 5 quarters. The position peaked at $64K in Q4 2019. 801 funds tracked by Wall St. Rank hold PSA as of Q1 2021.

  • tru Independence reported no remaining Public Storage position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 20 Public Storage shares in Q1 2021, an estimated $5.
  • tru Independence first reported a position in Public Storage in Q4 2019 and held it in 5 quarters.
  • tru Independence's Public Storage position peaked at $64K in Q4 2019.
  • 801 funds tracked by Wall St. Rank held Public Storage as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.