WMS Partners’s Public Storage PSA Stock Holding History

WMS Partners’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
2021 Q4	–	Sell	-2,000	Closed	-$594K	–	244
2021 Q3	$594K	Hold	2,000	–	–	0.09%	129
2021 Q2	$601K	Buy	+2,000	New	+$561K	0.09%	124

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

WMS Partners's PSA Position: Q4 2021 in Review

WMS Partners sold out of Public Storage (PSA) in Q4 2021, closing a stake of 2,000 shares — an estimated $594K sold.

WMS Partners first reported a position in PSA in Q2 2021 and held it in 2 quarters. The position peaked at $601K in Q2 2021. 973 funds tracked by Wall St. Rank hold PSA as of Q4 2021.

WMS Partners reported no remaining Public Storage position as of Q4 2021 after selling out during the quarter.
WMS Partners sold 2,000 Public Storage shares in Q4 2021, an estimated $594K.
WMS Partners first reported a position in Public Storage in Q2 2021 and held it in 2 quarters.
WMS Partners's Public Storage position peaked at $601K in Q2 2021.
973 funds tracked by Wall St. Rank held Public Storage as of Q4 2021.

Based on WMS Partners's 13F filing for Q4 2021, filed 14 Feb 2022.