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WealthSpring Partners’s Public Storage PSA Stock Holding History

WealthSpring 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
2023
Q3 		$330K Hold
1,252
– – 0.25% 55
2023
Q2 		$365K Buy
1,252
+2
+0.2% +$583 0.26% 52
2023
Q1 		$378K Buy
1,250
+2
+0.2% +$588 0.29% 51
2022
Q4 		$350K Hold
1,248
– – 0.27% 56
2022
Q3 		$365K Buy
+1,248
New +$406K 0.32% 52

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WealthSpring Partners's PSA Position: Q3 2023 in Review

WealthSpring Partners held its Public Storage (PSA) position steady in Q3 2023 at 1,252 shares worth $330K. The position accounts for 0.25% of the portfolio, ranked #55.

WealthSpring Partners first reported a position in PSA in Q3 2022 and has held it in 5 quarters since. The position peaked at $378K in Q1 2023. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

  • WealthSpring Partners held 1,252 shares of Public Storage worth $330K as of Q3 2023.
  • WealthSpring Partners left its Public Storage share count unchanged in Q3 2023.
  • Public Storage made up 0.25% of WealthSpring Partners's portfolio in Q3 2023, its #55 holding.
  • WealthSpring Partners first reported a position in Public Storage in Q3 2022 and has held it in 5 quarters since.
  • WealthSpring Partners's Public Storage position peaked at $378K in Q1 2023.
  • 978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.