TrueWealth LLC
PSA icon

TrueWealth LLC’s Public Storage PSA Stock Holding History

TrueWealth 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
2020
Q2 		$98K Hold
509
– – 0.04% 205
2020
Q1 		$101K Hold
509
– – 0.05% 184
2019
Q4 		$108K Sell
509
-24
-5% -$5.33K 0.04% 193
2019
Q3 		$131K Buy
+533
New +$134K 0.06% 172
2019
Q2 		– Hold
0
– – – 175
2019
Q1 		– Hold
0
– – – 182
2018
Q4 		– Hold
0
– – – 180
2018
Q3 		– Hold
0
– – – 184
2018
Q2 		– Hold
0
– – – 178
2018
Q1 		– Hold
0
– – – 181
2017
Q4 		– Hold
0
– – – 184

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TrueWealth LLC's PSA Position: Q2 2020 in Review

TrueWealth LLC held its Public Storage (PSA) position steady in Q2 2020 at 509 shares worth $98K. The position accounts for 0.04% of the portfolio, ranked #205.

TrueWealth LLC first reported a position in PSA in Q3 2019 and has held it in 4 quarters since. The position peaked at $131K in Q3 2019. 720 funds tracked by Wall St. Rank hold PSA as of Q2 2020.

  • TrueWealth LLC held 509 shares of Public Storage worth $98K as of Q2 2020.
  • TrueWealth LLC left its Public Storage share count unchanged in Q2 2020.
  • Public Storage made up 0.04% of TrueWealth LLC's portfolio in Q2 2020, its #205 holding.
  • TrueWealth LLC first reported a position in Public Storage in Q3 2019 and has held it in 4 quarters since.
  • TrueWealth LLC's Public Storage position peaked at $131K in Q3 2019.
  • 720 funds tracked by Wall St. Rank held Public Storage as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.