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 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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.