Claraphi Advisory Network’s Extra Space Storage EXR Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-1,220	Closed	-$251K	–	278
2022 Q1	$251K	Sell	1,220 -9	-0.7%	-$1.79K	0.07%	225
2021 Q4	$279K	Buy	+1,229	New	+$244K	0.1%	228
2020 Q2	–	Sell	-510	Closed	-$49K	–	559
2020 Q1	$49K	Buy	+510	New	+$53.1K	0.02%	470

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

Claraphi Advisory Network's EXR Position: Q2 2022 in Review

Claraphi Advisory Network sold out of Extra Space Storage (EXR) in Q2 2022, closing a stake of 1,220 shares — an estimated $251K sold.

Claraphi Advisory Network first reported a position in EXR in Q1 2020 and held it in 3 quarters. The position peaked at $279K in Q4 2021. 637 funds tracked by Wall St. Rank hold EXR as of Q2 2022.

Claraphi Advisory Network reported no remaining Extra Space Storage position as of Q2 2022 after selling out during the quarter.
Claraphi Advisory Network sold 1,220 Extra Space Storage shares in Q2 2022, an estimated $251K.
Claraphi Advisory Network first reported a position in Extra Space Storage in Q1 2020 and held it in 3 quarters.
Claraphi Advisory Network's Extra Space Storage position peaked at $279K in Q4 2021.
637 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2022.

Based on Claraphi Advisory Network's 13F filing for Q2 2022, filed 19 Jul 2022.