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

Destination 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
2019
Q3 		– Sell
-47
Closed -$5K – 248
2019
Q2 		$5K Buy
+47
New +$4.94K ﹤0.01% 482

Other funds holding EXR

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Destination Wealth Management's EXR Position: Q3 2019 in Review

Destination Wealth Management sold out of Extra Space Storage (EXR) in Q3 2019, closing a stake of 47 shares — an estimated $5K sold.

Destination Wealth Management first reported a position in EXR in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 499 funds tracked by Wall St. Rank hold EXR as of Q3 2019.

  • Destination Wealth Management reported no remaining Extra Space Storage position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 47 Extra Space Storage shares in Q3 2019, an estimated $5K.
  • Destination Wealth Management first reported a position in Extra Space Storage in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's Extra Space Storage position peaked at $5K in Q2 2019.
  • 499 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.