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	–	596
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s PSA Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Public Storage (PSA) in Q4 2022, closing a stake of 45 shares — an estimated $13K sold.

Wagner Wealth Management (South Carolina) first reported a position in PSA in Q4 2017 and held it in 10 quarters. The position peaked at $28K in Q4 2017. 956 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Public Storage position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 45 Public Storage shares in Q4 2022, an estimated $13K.
Wagner Wealth Management (South Carolina) first reported a position in Public Storage in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Public Storage position peaked at $28K in Q4 2017.
956 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.