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WealthPlan Investment Management’s Public Storage PSA Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-1,800
Closed -$545K – 535
2022
Q4 		$545K Hold
1,800
– – 0.04% 244
2022
Q3 		$534K Buy
+1,800
New +$586K 0.04% 238
2022
Q1 		$669K Buy
+1,800
New +$653K 0.05% 216

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WealthPlan Investment Management's PSA Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Public Storage (PSA) in Q1 2023, closing a stake of 1,800 shares — an estimated $545K sold.

WealthPlan Investment Management first reported a position in PSA in Q1 2022 and held it in 3 quarters. The position peaked at $669K in Q1 2022. 947 funds tracked by Wall St. Rank hold PSA as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Public Storage position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,800 Public Storage shares in Q1 2023, an estimated $545K.
  • WealthPlan Investment Management first reported a position in Public Storage in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Public Storage position peaked at $669K in Q1 2022.
  • 947 funds tracked by Wall St. Rank held Public Storage as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.