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Wipfli Financial Advisors’s Public Storage PSA Stock Holding History

Wipfli Financial 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
2022
Q3 		$280K Buy
+957
New +$311K 0.02% 347

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wipfli Financial Advisors's PSA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Public Storage (PSA) in Q3 2022: 957 shares worth $280K. The stake represents 0.02% of the portfolio and ranks #347 among its holdings.

932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

  • Wipfli Financial Advisors held 957 shares of Public Storage worth $280K as of Q3 2022.
  • Public Storage was a new Wipfli Financial Advisors position in Q3 2022.
  • Public Storage made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #347 holding.
  • 932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.