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

Evolution 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
Q1 		– Sell
-14
Closed -$1K – 425
2019
Q4 		$1K Buy
+14
New +$1.53K ﹤0.01% 616
2019
Q3 		– Sell
-20
Closed -$2K – 517
2019
Q2 		$2K Buy
+20
New +$2.1K ﹤0.01% 405

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Evolution Wealth Advisors's EXR Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Extra Space Storage (EXR) in Q1 2020, closing a stake of 14 shares — an estimated $1K sold.

Evolution Wealth Advisors first reported a position in EXR in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 459 funds tracked by Wall St. Rank hold EXR as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Extra Space Storage position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 14 Extra Space Storage shares in Q1 2020, an estimated $1K.
  • Evolution Wealth Advisors first reported a position in Extra Space Storage in Q2 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Extra Space Storage position peaked at $2K in Q2 2019.
  • 459 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.