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West Family Investments’s Public Storage PSA Stock Holding History

West Family Investments’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 		– Sell
-709
Closed -$207K – 252
2023
Q2 		$207K Sell
709
-202
-22% -$58.9K 0.08% 214
2023
Q1 		$275K Hold
911
– – 0.11% 142
2022
Q4 		$255K Sell
911
-1,571
-63% -$458K 0.09% 187
2022
Q3 		$727K Sell
2,482
-20
-0.8% -$6.51K 0.3% 73
2022
Q2 		$782K Sell
2,502
-222
-8% -$76.9K 0.31% 64
2022
Q1 		$1.06M Hold
2,724
– – 0.3% 61
2021
Q4 		$1.02M Sell
2,724
-437
-14% -$146K 0.28% 65
2021
Q3 		$939K Buy
3,161
+360
+13% +$113K 0.24% 76
2021
Q2 		$842K Buy
+2,801
New +$786K 0.23% 74

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

West Family Investments's PSA Position: Q3 2023 in Review

West Family Investments sold out of Public Storage (PSA) in Q3 2023, closing a stake of 709 shares — an estimated $207K sold.

West Family Investments first reported a position in PSA in Q2 2021 and held it in 9 quarters. The position peaked at $1.06M in Q1 2022. 979 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

  • West Family Investments reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
  • West Family Investments sold 709 Public Storage shares in Q3 2023, an estimated $207K.
  • West Family Investments first reported a position in Public Storage in Q2 2021 and held it in 9 quarters.
  • West Family Investments's Public Storage position peaked at $1.06M in Q1 2022.
  • 979 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on West Family Investments's 13F filing for Q3 2023, filed 2 Nov 2023.