Weatherly Asset Management’s Public Storage PSA Stock Holding History

Weatherly Asset 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
2022 Q2	–	Sell	-586	Closed	-$229K	–	192
2022 Q1	$229K	Hold	586	–	–	0.03%	187
2021 Q4	$219K	Buy	+586	New	+$196K	0.02%	191
2021 Q3	–	Sell	-736	Closed	-$221K	–	203
2021 Q2	$221K	Buy	+736	New	+$206K	0.03%	190
2019 Q4	–	Sell	-1,599	Closed	-$392K	–	182
2019 Q3	$392K	Buy	+1,599	New	+$402K	0.08%	142
2019 Q2	–	Hold	0	–	–	–	141
2019 Q1	–	Hold	0	–	–	–	146
2018 Q4	–	Hold	0	–	–	–	149
2018 Q3	–	Hold	0	–	–	–	157
2018 Q2	–	Hold	0	–	–	–	149
2018 Q1	–	Hold	0	–	–	–	159
2017 Q4	–	Hold	0	–	–	–	163
2017 Q3	–	Hold	0	–	–	–	146
2017 Q2	–	Hold	0	–	–	–	147
2017 Q1	–	Hold	0	–	–	–	141
2016 Q4	–	Sell	-1,683	Closed	-$358K	–	133
2016 Q3	$376K	Hold	1,683	–	–	0.12%	132
2016 Q2	$430K	Hold	1,683	–	–	0.14%	128
2016 Q1	$464K	Buy	+1,683	New	+$425K	0.16%	117
2015 Q4	–	Sell	-1,683	Closed	-$394K	–	118
2015 Q3	$356K	Hold	1,683	–	–	0.14%	116
2015 Q2	$310K	Hold	1,683	–	–	0.12%	120
2015 Q1	$331K	Hold	1,683	–	–	0.13%	114
2014 Q4	$311K	Buy	+1,683	New	+$305K	0.13%	118

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Norges Bank Oslo, Norway $935B AUM

Weatherly Asset Management's PSA Position: Q2 2022 in Review

Weatherly Asset Management sold out of Public Storage (PSA) in Q2 2022, closing a stake of 586 shares — an estimated $229K sold.

Weatherly Asset Management first reported a position in PSA in Q4 2014 and held it in 11 quarters. The position peaked at $464K in Q1 2016. 968 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

Weatherly Asset Management reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
Weatherly Asset Management sold 586 Public Storage shares in Q2 2022, an estimated $229K.
Weatherly Asset Management first reported a position in Public Storage in Q4 2014 and held it in 11 quarters.
Weatherly Asset Management's Public Storage position peaked at $464K in Q1 2016.
968 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Weatherly Asset Management's 13F filing for Q2 2022, filed 18 Jul 2022.