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Turtle Creek Wealth Advisors’s Public Storage PSA Stock Holding History

Turtle Creek Wealth Advisors’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
-116
Closed -$35.4K – 663
2023
Q4 		$35.4K Buy
+116
New +$30.8K 0.01% 318

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Turtle Creek Wealth Advisors's PSA Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Public Storage (PSA) in Q1 2024, closing a stake of 116 shares — an estimated $35.4K sold.

Turtle Creek Wealth Advisors first reported a position in PSA in Q4 2023 and held it in 1 quarter. The position peaked at $35.4K in Q4 2023. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 116 Public Storage shares in Q1 2024, an estimated $35.4K.
  • Turtle Creek Wealth Advisors first reported a position in Public Storage in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Public Storage position peaked at $35.4K in Q4 2023.
  • 1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.