AWM
SELF

Axxcess Wealth Management’s Global Self Storage SELF Stock Holding History

Axxcess Wealth Management’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
2022
Q4 		– Sell
-12,587
Closed -$74K – 677
2022
Q3 		$74K Buy
+12,587
New +$72.2K 0.01% 531

Other funds holding SELF

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axxcess Wealth Management's SELF Position: Q4 2022 in Review

Axxcess Wealth Management sold out of Global Self Storage (SELF) in Q4 2022, closing a stake of 12,587 shares — an estimated $74K sold.

Axxcess Wealth Management first reported a position in SELF in Q3 2022 and held it in 1 quarter. The position peaked at $74K in Q3 2022. 45 funds tracked by Wall St. Rank hold SELF as of Q4 2022.

  • Axxcess Wealth Management reported no remaining Global Self Storage position as of Q4 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,587 Global Self Storage shares in Q4 2022, an estimated $74K.
  • Axxcess Wealth Management first reported a position in Global Self Storage in Q3 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Global Self Storage position peaked at $74K in Q3 2022.
  • 45 funds tracked by Wall St. Rank held Global Self Storage as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.