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Financial Synergies Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Financial Synergies 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
2024
Q1 		– Sell
-2
Closed -$295 – 521
2023
Q4 		$295 Buy
+2
New +$254 ﹤0.01% 421
2023
Q2 		– Sell
-2
Closed -$326 – 506
2023
Q1 		$326 Hold
2
– – ﹤0.01% 457
2022
Q4 		$295 Hold
2
– – ﹤0.01% 421
2022
Q3 		$346 Hold
2
– – ﹤0.01% 397
2022
Q2 		$341 Buy
+2
New +$371 ﹤0.01% 423

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's EXR Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Extra Space Storage (EXR) in Q1 2024, closing a stake of 2 shares — an estimated $295 sold.

Financial Synergies Wealth Advisors first reported a position in EXR in Q2 2022 and held it in 5 quarters. The position peaked at $346 in Q3 2022. 707 funds tracked by Wall St. Rank hold EXR as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Extra Space Storage position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2 Extra Space Storage shares in Q1 2024, an estimated $295.
  • Financial Synergies Wealth Advisors first reported a position in Extra Space Storage in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's Extra Space Storage position peaked at $346 in Q3 2022.
  • 707 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.