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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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.