Wealthcare Advisory Partners’s Public Storage PSA Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-210	Closed	-$52K	–	1517
2021 Q1	$52K	Buy	+210	New	+$48.9K	﹤0.01%	858
2020 Q2	–	Sell	-199	Closed	-$39K	–	1089
2020 Q1	$39K	Buy	199 +5	+3%	+$1.07K	0.01%	563
2019 Q4	$41K	Buy	194 +89	+85%	+$19.8K	0.01%	592
2019 Q3	$26K	Hold	105	–	–	﹤0.01%	681
2019 Q2	$25K	Hold	105	–	–	﹤0.01%	675
2019 Q1	$23K	Sell	105 -222	-68%	-$46.5K	﹤0.01%	624
2018 Q4	$66K	Hold	327	–	–	0.01%	384
2018 Q3	$66K	Buy	327 +36	+12%	+$7.77K	0.01%	413
2018 Q2	$66K	Hold	291	–	–	0.01%	410
2018 Q1	$58K	Buy	291 +60	+26%	+$11.7K	0.01%	372
2017 Q4	$48K	Buy	231 +1	+0.4%	+$211	0.01%	378
2017 Q3	$49K	Buy	+230	New	+$47.5K	0.01%	305

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

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

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

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

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Advisory Partners's PSA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Public Storage (PSA) in Q2 2021, closing a stake of 210 shares — an estimated $52K sold.

Wealthcare Advisory Partners first reported a position in PSA in Q3 2017 and held it in 12 quarters. The position peaked at $66K in Q4 2018. 834 funds tracked by Wall St. Rank hold PSA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Public Storage position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 210 Public Storage shares in Q2 2021, an estimated $52K.
Wealthcare Advisory Partners first reported a position in Public Storage in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Public Storage position peaked at $66K in Q4 2018.
834 funds tracked by Wall St. Rank held Public Storage as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.