WealthShield Partners’s Public Storage PSA Stock Holding History

WealthShield 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 Q3	–	Sell	-123	Closed	-$37K	–	604
2021 Q2	$37K	Hold	123	–	–	0.01%	534
2021 Q1	$30K	Buy	+123	New	+$28.6K	0.01%	575

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

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

WealthShield Partners's PSA Position: Q3 2021 in Review

WealthShield Partners sold out of Public Storage (PSA) in Q3 2021, closing a stake of 123 shares — an estimated $37K sold.

WealthShield Partners first reported a position in PSA in Q1 2021 and held it in 2 quarters. The position peaked at $37K in Q2 2021. 881 funds tracked by Wall St. Rank hold PSA as of Q3 2021.

WealthShield Partners reported no remaining Public Storage position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 123 Public Storage shares in Q3 2021, an estimated $37K.
WealthShield Partners first reported a position in Public Storage in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Public Storage position peaked at $37K in Q2 2021.
881 funds tracked by Wall St. Rank held Public Storage as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.