FAIM
SELF

Financial Advocates Investment Management’s Global Self Storage SELF Stock Holding History

Financial Advocates Investment Management’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
2023
Q1 		– Sell
-18,117
Closed -$88.4K – 811
2022
Q4 		$88.4K Buy
+18,117
New +$92.8K 0.01% 724
2022
Q3 		– Sell
-13,785
Closed -$78K – 822
2022
Q2 		$78K Buy
+13,785
New +$81.8K 0.01% 663

Other funds holding SELF

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Advocates Investment Management's SELF Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Global Self Storage (SELF) in Q1 2023, closing a stake of 18,117 shares — an estimated $88.4K sold.

Financial Advocates Investment Management first reported a position in SELF in Q2 2022 and held it in 2 quarters. The position peaked at $88.4K in Q4 2022. 44 funds tracked by Wall St. Rank hold SELF as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Global Self Storage position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 18,117 Global Self Storage shares in Q1 2023, an estimated $88.4K.
  • Financial Advocates Investment Management first reported a position in Global Self Storage in Q2 2022 and held it in 2 quarters.
  • Financial Advocates Investment Management's Global Self Storage position peaked at $88.4K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held Global Self Storage as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.