WAM
PSB

Wealthspire Advisors (Maryland)’s PS Business Parks, Inc. PSB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PSB Stock Details PSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-49
Closed -$8K – 2285
2019
Q1 		$8K Hold
49
– – ﹤0.01% 1647
2018
Q4 		$6K Buy
49
+23
+88% +$3.05K ﹤0.01% 1692
2018
Q3 		$3K Hold
26
– – ﹤0.01% 2097
2018
Q2 		$3K Hold
26
– – ﹤0.01% 2080
2018
Q1 		$3K Buy
26
+4
+18% +$461 ﹤0.01% 2088
2017
Q4 		$3K Buy
22
+21
+2,100% +$2.77K ﹤0.01% 2043
2017
Q3 		$0 Buy
+1
New +$133 ﹤0.01% 2535

Other funds holding PSB

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PSB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PS Business Parks, Inc. (PSB) in Q2 2019, closing a stake of 49 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in PSB in Q3 2017 and held it in 7 quarters. The position peaked at $8K in Q1 2019. 233 funds tracked by Wall St. Rank hold PSB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PS Business Parks, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 49 PS Business Parks, Inc. shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in PS Business Parks, Inc. in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s PS Business Parks, Inc. position peaked at $8K in Q1 2019.
  • 233 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.