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Wealth Quarterback’s Public Storage PSA Stock Holding History

Wealth Quarterback’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
Q3 		$18K Buy
60
+1
+2% +$314 0.01% 377
2021
Q2 		$18K Buy
+59
New +$16.5K 0.01% 374
2020
Q2 		– Sell
-44
Closed -$8.8K – 588
2020
Q1 		$8.8K Sell
44
-6
-12% -$1.28K 0.01% 497
2019
Q4 		$10.7K Buy
+50
New +$11.1K 0.01% 512

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealth Quarterback's PSA Position: Q3 2021 in Review

Wealth Quarterback increased its Public Storage (PSA) stake by 1.7% in Q3 2021, buying an estimated $314 and bringing the position to 60 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #377.

Wealth Quarterback first reported a position in PSA in Q4 2019 and has held it in 4 quarters since. 881 funds tracked by Wall St. Rank hold PSA as of Q3 2021.

  • Wealth Quarterback held 60 shares of Public Storage worth $18K as of Q3 2021.
  • Wealth Quarterback bought 1 Public Storage share in Q3 2021, an estimated $314.
  • Public Storage made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #377 holding.
  • Wealth Quarterback first reported a position in Public Storage in Q4 2019 and has held it in 4 quarters since.
  • 881 funds tracked by Wall St. Rank held Public Storage as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.