Western Financial Corp’s Public Storage PSA Stock Holding History

Western Financial Corp’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 Q2	–	Sell	-2,193	Closed	-$663K	–	117
2023 Q1	$663K	Buy	2,193 +119	+6%	+$35K	0.47%	61
2022 Q4	$581K	Buy	2,074 +16	+0.8%	+$4.67K	0.38%	73
2022 Q3	$603K	Buy	2,058 +537	+35%	+$175K	0.42%	61
2022 Q2	$476K	Buy	1,521 +8	+0.5%	+$2.77K	0.34%	63
2022 Q1	$590K	Buy	+1,513	New	+$549K	0.34%	62

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Western Financial Corp's PSA Position: Q2 2023 in Review

Western Financial Corp sold out of Public Storage (PSA) in Q2 2023, closing a stake of 2,193 shares — an estimated $663K sold.

Western Financial Corp first reported a position in PSA in Q1 2022 and held it in 5 quarters. The position peaked at $663K in Q1 2023. 985 funds tracked by Wall St. Rank hold PSA as of Q2 2023.

Western Financial Corp reported no remaining Public Storage position as of Q2 2023 after selling out during the quarter.
Western Financial Corp sold 2,193 Public Storage shares in Q2 2023, an estimated $663K.
Western Financial Corp first reported a position in Public Storage in Q1 2022 and held it in 5 quarters.
Western Financial Corp's Public Storage position peaked at $663K in Q1 2023.
985 funds tracked by Wall St. Rank held Public Storage as of Q2 2023.

Based on Western Financial Corp's 13F filing for Q2 2023, filed 27 Jul 2023.