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Clarus Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Clarus Wealth Advisors’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
2020
Q2 		– Sell
-6,367
Closed -$612K – 136
2020
Q1 		$612K Buy
6,367
+65
+1% +$6.77K 0.61% 45
2019
Q4 		$667K Buy
6,302
+1,314
+26% +$143K 0.44% 67
2019
Q3 		$583K Buy
4,988
+985
+25% +$114K 0.43% 52
2019
Q2 		$425K Buy
4,003
+27
+0.7% +$2.84K 0.31% 55
2019
Q1 		$405K Sell
3,976
-145
-4% -$13.9K 0.3% 46
2018
Q4 		$373K Buy
4,121
+30
+0.7% +$2.73K 0.59% 28
2018
Q3 		$354K Sell
4,091
-516
-11% -$47.9K 0.23% 48
2018
Q2 		$402K Hold
4,607
– – 0.3% 39
2018
Q1 		$402K Sell
4,607
-357
-7% -$30K 0.37% 39
2017
Q4 		$434K Buy
+4,964
New +$419K 0.42% 34

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clarus Wealth Advisors's EXR Position: Q2 2020 in Review

Clarus Wealth Advisors sold out of Extra Space Storage (EXR) in Q2 2020, closing a stake of 6,367 shares — an estimated $612K sold.

Clarus Wealth Advisors first reported a position in EXR in Q4 2017 and held it in 10 quarters. The position peaked at $667K in Q4 2019. 467 funds tracked by Wall St. Rank hold EXR as of Q2 2020.

  • Clarus Wealth Advisors reported no remaining Extra Space Storage position as of Q2 2020 after selling out during the quarter.
  • Clarus Wealth Advisors sold 6,367 Extra Space Storage shares in Q2 2020, an estimated $612K.
  • Clarus Wealth Advisors first reported a position in Extra Space Storage in Q4 2017 and held it in 10 quarters.
  • Clarus Wealth Advisors's Extra Space Storage position peaked at $667K in Q4 2019.
  • 467 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2020.

Based on Clarus Wealth Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.