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Wealthspire Advisors (Maryland)’s Public Storage PSA Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$231K Sell
1,037
-217
-17% -$44.3K 0.01% 415
2020
Q2 		$241K Sell
1,254
-159
-11% -$30.7K 0.02% 378
2020
Q1 		$281K Buy
1,413
+106
+8% +$22.7K 0.02% 314
2019
Q4 		$278K Sell
1,307
-8
-0.6% -$1.77K 0.02% 399
2019
Q3 		$323K Buy
1,315
+13
+1% +$3.26K 0.02% 331
2019
Q2 		$310K Buy
1,302
+18
+1% +$4.13K 0.02% 343
2019
Q1 		$280K Buy
1,284
+19
+2% +$3.98K 0.02% 375
2018
Q4 		$256K Sell
1,265
-123
-9% -$25.1K 0.02% 356
2018
Q3 		$280K Sell
1,388
-70
-5% -$15.1K 0.02% 381
2018
Q2 		$331K Buy
1,458
+27
+2% +$5.62K 0.03% 332
2018
Q1 		$287K Sell
1,431
-51
-3% -$9.94K 0.03% 370
2017
Q4 		$310K Buy
1,482
+493
+50% +$104K 0.03% 359
2017
Q3 		$212K Buy
989
+9
+0.9% +$1.86K 0.02% 454
2017
Q2 		$204K Buy
980
+230
+31% +$49.5K 0.02% 445
2017
Q1 		$164K Buy
750
+32
+4% +$7.09K 0.02% 458
2016
Q4 		$160K Buy
718
+34
+5% +$7.24K 0.02% 428
2016
Q3 		$153K Sell
684
-14
-2% -$3.27K 0.02% 460
2016
Q2 		$178K Sell
698
-3
-0.4% -$770 0.03% 397
2016
Q1 		$193K Buy
701
+535
+322% +$135K 0.03% 370
2015
Q4 		$41K Buy
+166
New +$38.9K 0.01% 773

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PSA Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Public Storage (PSA) stake by 17% in Q3 2020, selling an estimated $44.3K and leaving 1,037 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #415.

Wealthspire Advisors (Maryland) first reported a position in PSA in Q4 2015 and has held it in 20 quarters since. The position peaked at $331K in Q2 2018. 727 funds tracked by Wall St. Rank hold PSA as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,037 shares of Public Storage worth $231K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 217 Public Storage shares in Q3 2020, an estimated $44.3K.
  • Public Storage made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #415 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Public Storage in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Public Storage position peaked at $331K in Q2 2018.
  • 727 funds tracked by Wall St. Rank held Public Storage as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.