Advisornet Financial’s Global Self Storage SELF Stock Holding History

Advisornet Financial’s Portfolio SELF Stock Details SELF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-737	Closed	-$3.41K	–	2448
2023 Q4	$3.41K	Hold	737	–	–	﹤0.01%	1572
2023 Q3	$3.58K	Hold	737	–	–	﹤0.01%	1498
2023 Q2	$3.72K	Hold	737	–	–	﹤0.01%	1569
2023 Q1	$3.79K	Hold	737	–	–	﹤0.01%	1557
2022 Q4	$3.6K	Hold	737	–	–	﹤0.01%	1545
2022 Q3	$4K	Hold	737	–	–	﹤0.01%	1569
2022 Q2	$4K	Hold	737	–	–	﹤0.01%	1574
2022 Q1	$4K	Hold	737	–	–	﹤0.01%	1681
2021 Q4	$4K	Hold	737	–	–	﹤0.01%	1711
2021 Q3	$4K	Hold	737	–	–	﹤0.01%	1671
2021 Q2	$4K	Hold	737	–	–	﹤0.01%	1616
2021 Q1	$4K	Hold	737	–	–	﹤0.01%	1558
2020 Q4	$3K	Hold	737	–	–	﹤0.01%	1517
2020 Q3	$3K	Hold	737	–	–	﹤0.01%	1516
2020 Q2	$3K	Hold	737	–	–	﹤0.01%	1547
2020 Q1	$3K	Hold	737	–	–	﹤0.01%	1534
2019 Q4	$3K	Hold	737	–	–	﹤0.01%	1637
2019 Q3	$4K	Hold	737	–	–	﹤0.01%	1604
2019 Q2	$3K	Hold	737	–	–	﹤0.01%	1480
2019 Q1	$3K	Hold	737	–	–	﹤0.01%	1386
2018 Q4	$3K	Hold	737	–	–	﹤0.01%	1312
2018 Q3	$3K	Hold	737	–	–	﹤0.01%	1337
2018 Q2	$3K	Buy	+737	New	+$3.06K	﹤0.01%	1348

Other funds holding SELF

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's SELF Position: Q1 2024 in Review

Advisornet Financial sold out of Global Self Storage (SELF) in Q1 2024, closing a stake of 737 shares — an estimated $3.41K sold.

Advisornet Financial first reported a position in SELF in Q2 2018 and held it in 23 quarters. The position peaked at $4K in Q3 2022. 45 funds tracked by Wall St. Rank hold SELF as of Q1 2024.

Advisornet Financial reported no remaining Global Self Storage position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 737 Global Self Storage shares in Q1 2024, an estimated $3.41K.
Advisornet Financial first reported a position in Global Self Storage in Q2 2018 and held it in 23 quarters.
Advisornet Financial's Global Self Storage position peaked at $4K in Q3 2022.
45 funds tracked by Wall St. Rank held Global Self Storage as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.