WWMSC
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Wagner Wealth Management (South Carolina)’s Public Storage PSA Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-45
Closed -$13K – 619
2022
Q3 		$13K Hold
45
– – 0.01% 394
2022
Q2 		$14K Buy
+45
New +$15.6K 0.01% 390
2022
Q1 		– Sell
-45
Closed -$17K – 552
2021
Q4 		$17K Hold
45
– – 0.01% 419
2021
Q3 		$15K Hold
45
– – 0.01% 414
2021
Q2 		$14K Hold
45
– – 0.01% 443
2021
Q1 		$11K Buy
+45
New +$10.5K 0.01% 456
2018
Q3 		$24K Hold
120
– – 0.02% 331
2018
Q2 		$27K Buy
120
+5
+4% +$1.04K 0.02% 287
2018
Q1 		$23K Hold
115
– – 0.02% 275
2017
Q4 		$28K Buy
+115
New +$24.3K 0.02% 265

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return