WESPAC Advisors’s Public Storage PSA Stock Holding History

WESPAC Advisors’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
2024 Q2	–	Sell	-1,016	Closed	-$295K	–	178
2024 Q1	$295K	Hold	1,016	–	–	0.17%	141
2023 Q4	$310K	Hold	1,016	–	–	0.22%	113
2023 Q3	$268K	Buy	+1,016	New	+$285K	0.2%	116
2021 Q4	–	Sell	-1,016	Closed	-$302K	–	176
2021 Q3	$302K	Buy	+1,016	New	+$319K	0.19%	133
2020 Q1	–	Sell	-1,107	Closed	-$236K	–	79
2019 Q4	$236K	Hold	1,107	–	–	0.23%	88
2019 Q3	$272K	Hold	1,107	–	–	0.27%	77
2019 Q2	$264K	Hold	1,107	–	–	0.2%	92
2019 Q1	$241K	Sell	1,107 -18	-2%	-$3.77K	0.17%	107
2018 Q4	$228K	Hold	1,125	–	–	0.22%	89
2018 Q3	$227K	Hold	1,125	–	–	0.13%	129
2018 Q2	$255K	Hold	1,125	–	–	0.26%	92
2018 Q1	$225K	Buy	+1,125	New	+$219K	0.14%	132
2017 Q4	–	Sell	-1,125	Closed	-$241K	–	134
2017 Q3	$241K	Buy	1,125 +18	+2%	+$3.72K	0.16%	122
2017 Q2	$231K	Sell	1,107 -18	-2%	-$3.87K	0.16%	120
2017 Q1	$246K	Hold	1,125	–	–	0.28%	99
2016 Q4	$251K	Sell	1,125 -26	-2%	-$5.53K	0.28%	94
2016 Q3	$257K	Sell	1,151 -4,112	-78%	-$960K	0.29%	91
2016 Q2	$1.34M	Buy	5,263 +1,559	+42%	+$400K	1.39%	25
2016 Q1	$1.02M	Buy	3,704 +2,597	+235%	+$655K	1.27%	31
2015 Q4	$274K	Hold	1,107	–	–	0.32%	72
2015 Q3	$234K	Buy	+1,107	New	+$226K	0.41%	57

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

WESPAC Advisors's PSA Position: Q2 2024 in Review

WESPAC Advisors sold out of Public Storage (PSA) in Q2 2024, closing a stake of 1,016 shares — an estimated $295K sold.

WESPAC Advisors first reported a position in PSA in Q3 2015 and held it in 21 quarters. The position peaked at $1.34M in Q2 2016. 1,067 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

WESPAC Advisors reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
WESPAC Advisors sold 1,016 Public Storage shares in Q2 2024, an estimated $295K.
WESPAC Advisors first reported a position in Public Storage in Q3 2015 and held it in 21 quarters.
WESPAC Advisors's Public Storage position peaked at $1.34M in Q2 2016.
1,067 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on WESPAC Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.