Xcel Wealth Management’s Public Storage PSA Stock Holding History

Xcel Wealth Management’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 Q2	–	Sell	-528	Closed	-$206K	–	137
2022 Q1	$206K	Buy	+528	New	+$192K	0.06%	135

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Xcel Wealth Management's PSA Position: Q2 2022 in Review

Xcel Wealth Management sold out of Public Storage (PSA) in Q2 2022, closing a stake of 528 shares — an estimated $206K sold.

Xcel Wealth Management first reported a position in PSA in Q1 2022 and held it in 1 quarter. The position peaked at $206K in Q1 2022. 968 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

Xcel Wealth Management reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
Xcel Wealth Management sold 528 Public Storage shares in Q2 2022, an estimated $206K.
Xcel Wealth Management first reported a position in Public Storage in Q1 2022 and held it in 1 quarter.
Xcel Wealth Management's Public Storage position peaked at $206K in Q1 2022.
968 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Xcel Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.