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Baldwin Wealth Partners’s Extra Space Storage EXR Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-8
Closed -$1.44K – 503
2024
Q3 		$1.44K Buy
+8
New +$1.35K ﹤0.01% 985

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Baldwin Wealth Partners's EXR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Extra Space Storage (EXR) in Q4 2024, closing a stake of 8 shares — an estimated $1.44K sold.

Baldwin Wealth Partners first reported a position in EXR in Q3 2024 and held it in 1 quarter. The position peaked at $1.44K in Q3 2024. 781 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Extra Space Storage position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 8 Extra Space Storage shares in Q4 2024, an estimated $1.44K.
  • Baldwin Wealth Partners first reported a position in Extra Space Storage in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Extra Space Storage position peaked at $1.44K in Q3 2024.
  • 781 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.