Wealthcare Capital Management’s Public Storage PSA Stock Holding History

Wealthcare Capital Management’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	-82	Closed	-$20K	–	530
2021 Q1	$20K	Buy	+82	New	+$19.1K	﹤0.01%	212
2020 Q1	–	Sell	-17	Closed	-$4K	–	542
2019 Q4	$4K	Buy	+17	New	+$3.77K	﹤0.01%	325
2015 Q2	–	Sell	-77	Closed	-$15K	–	749
2015 Q1	$15K	Buy	+77	New	+$15.3K	﹤0.01%	447

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthcare Capital Management's PSA Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Public Storage (PSA) in Q2 2021, closing a stake of 82 shares — an estimated $20K sold.

Wealthcare Capital Management first reported a position in PSA in Q1 2015 and held it in 3 quarters. The position peaked at $20K in Q1 2021. 833 funds tracked by Wall St. Rank hold PSA as of Q2 2021.

Wealthcare Capital Management reported no remaining Public Storage position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 82 Public Storage shares in Q2 2021, an estimated $20K.
Wealthcare Capital Management first reported a position in Public Storage in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Public Storage position peaked at $20K in Q1 2021.
833 funds tracked by Wall St. Rank held Public Storage as of Q2 2021.

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