BWP
SELF

Balboa Wealth Partners’s Global Self Storage SELF Stock Holding History

Balboa Wealth Partners’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
Q2 		– Sell
-12,782
Closed -$56.9K – 336
2024
Q1 		$56.9K Sell
12,782
-3,303
-21% -$14.5K 0.02% 239
2023
Q4 		$74.5K Sell
16,085
-174
-1% -$808 0.02% 226
2023
Q3 		$79K Buy
16,259
+5,309
+48% +$26.6K 0.03% 222
2023
Q2 		$55.3K Hold
10,950
– – 0.02% 243
2023
Q1 		$56.3K Sell
10,950
-1,637
-13% -$8.59K 0.02% 241
2022
Q4 		$61.4K Sell
12,587
-6,318
-33% -$32.4K 0.03% 226
2022
Q3 		$111K Buy
+18,905
New +$108K 0.05% 196

Other funds holding SELF

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
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
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
BlackRock
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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Balboa Wealth Partners's SELF Position: Q2 2024 in Review

Balboa Wealth Partners sold out of Global Self Storage (SELF) in Q2 2024, closing a stake of 12,782 shares — an estimated $56.9K sold.

Balboa Wealth Partners first reported a position in SELF in Q3 2022 and held it in 7 quarters. The position peaked at $111K in Q3 2022. 42 funds tracked by Wall St. Rank hold SELF as of Q2 2024.

  • Balboa Wealth Partners reported no remaining Global Self Storage position as of Q2 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 12,782 Global Self Storage shares in Q2 2024, an estimated $56.9K.
  • Balboa Wealth Partners first reported a position in Global Self Storage in Q3 2022 and held it in 7 quarters.
  • Balboa Wealth Partners's Global Self Storage position peaked at $111K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.