Amplius Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-4	Closed	–	–	417
2021 Q4	$0	Buy	+4	New	+$793	﹤0.01%	953

Other funds holding EXR

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Amplius Wealth Advisors's EXR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Extra Space Storage (EXR) in Q1 2022, closing a stake of 4 shares.

Amplius Wealth Advisors first reported a position in EXR in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 656 funds tracked by Wall St. Rank hold EXR as of Q1 2022.

Amplius Wealth Advisors reported no remaining Extra Space Storage position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 4 Extra Space Storage shares in Q1 2022.
Amplius Wealth Advisors first reported a position in Extra Space Storage in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Extra Space Storage position peaked at $0 in Q4 2021.
656 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.