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C2C Wealth Management’s Extra Space Storage EXR Stock Holding History

C2C 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
Q4 		– Sell
-1,122
Closed -$201K – 175
2022
Q3 		$201K Buy
+1,122
New +$212K 0.04% 164
2022
Q2 		– Sell
-1,116
Closed -$245K – 196
2022
Q1 		$245K Buy
1,116
+5
+0.5% +$994 0.04% 171
2021
Q4 		$252K Buy
+1,111
New +$220K 0.04% 189

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

C2C Wealth Management's EXR Position: Q4 2022 in Review

C2C Wealth Management sold out of Extra Space Storage (EXR) in Q4 2022, closing a stake of 1,122 shares — an estimated $201K sold.

C2C Wealth Management first reported a position in EXR in Q4 2021 and held it in 3 quarters. The position peaked at $252K in Q4 2021. 589 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

  • C2C Wealth Management reported no remaining Extra Space Storage position as of Q4 2022 after selling out during the quarter.
  • C2C Wealth Management sold 1,122 Extra Space Storage shares in Q4 2022, an estimated $201K.
  • C2C Wealth Management first reported a position in Extra Space Storage in Q4 2021 and held it in 3 quarters.
  • C2C Wealth Management's Extra Space Storage position peaked at $252K in Q4 2021.
  • 589 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on C2C Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.