CWP
SELF

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

Core 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
-10,000
Closed -$44.5K – 153
2024
Q1 		$44.5K Buy
+10,000
New +$43.8K 0.03% 138

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

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

Core Wealth Partners sold out of Global Self Storage (SELF) in Q2 2024, closing a stake of 10,000 shares — an estimated $44.5K sold.

Core Wealth Partners first reported a position in SELF in Q1 2024 and held it in 1 quarter. The position peaked at $44.5K in Q1 2024. 42 funds tracked by Wall St. Rank hold SELF as of Q2 2024.

  • Core Wealth Partners reported no remaining Global Self Storage position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Partners sold 10,000 Global Self Storage shares in Q2 2024, an estimated $44.5K.
  • Core Wealth Partners first reported a position in Global Self Storage in Q1 2024 and held it in 1 quarter.
  • Core Wealth Partners's Global Self Storage position peaked at $44.5K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2024.

Based on Core Wealth Partners's 13F filing for Q2 2024, filed 14 Aug 2024.