AFWM
EXR icon

AMJ Financial Wealth Management’s Extra Space Storage EXR Stock Holding History

AMJ Financial Wealth Management’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-34,456
Closed -$7.08M – 63
2022
Q1 		$7.08M Buy
+34,456
New +$6.85M 2.84% 14

Other funds holding EXR

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AMJ Financial Wealth Management's EXR Position: Q2 2022 in Review

AMJ Financial Wealth Management sold out of Extra Space Storage (EXR) in Q2 2022, closing a stake of 34,456 shares — an estimated $7.08M sold.

AMJ Financial Wealth Management first reported a position in EXR in Q1 2022 and held it in 1 quarter. The position peaked at $7.08M in Q1 2022. 638 funds tracked by Wall St. Rank hold EXR as of Q2 2022.

  • AMJ Financial Wealth Management reported no remaining Extra Space Storage position as of Q2 2022 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 34,456 Extra Space Storage shares in Q2 2022, an estimated $7.08M.
  • AMJ Financial Wealth Management first reported a position in Extra Space Storage in Q1 2022 and held it in 1 quarter.
  • AMJ Financial Wealth Management's Extra Space Storage position peaked at $7.08M in Q1 2022.
  • 638 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.