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V Wealth Advisors’s Public Storage PSA Stock Holding History

V 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
2021
Q1 		– Sell
-1,516
Closed -$350K – 438
2020
Q4 		$350K Buy
1,516
+408
+37% +$93.5K 0.07% 281
2020
Q3 		$247K Sell
1,108
-177
-14% -$36.2K 0.17% 142
2020
Q2 		$246K Buy
+1,285
New +$248K 0.06% 302

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

V Wealth Advisors's PSA Position: Q1 2021 in Review

V Wealth Advisors sold out of Public Storage (PSA) in Q1 2021, closing a stake of 1,516 shares — an estimated $350K sold.

V Wealth Advisors first reported a position in PSA in Q2 2020 and held it in 3 quarters. The position peaked at $350K in Q4 2020. 801 funds tracked by Wall St. Rank hold PSA as of Q1 2021.

  • V Wealth Advisors reported no remaining Public Storage position as of Q1 2021 after selling out during the quarter.
  • V Wealth Advisors sold 1,516 Public Storage shares in Q1 2021, an estimated $350K.
  • V Wealth Advisors first reported a position in Public Storage in Q2 2020 and held it in 3 quarters.
  • V Wealth Advisors's Public Storage position peaked at $350K in Q4 2020.
  • 801 funds tracked by Wall St. Rank held Public Storage as of Q1 2021.

Based on V Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.