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

Focused 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
Q2 		– Sell
-1,350
Closed -$138K – 747
2019
Q1 		$138K Sell
1,350
-500
-27% -$48K 0.04% 170
2018
Q4 		$167K Hold
1,850
– – 0.06% 154
2018
Q3 		$160K Hold
1,850
– – 0.05% 171
2018
Q2 		$185K Buy
+1,850
New +$172K 0.06% 163

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's EXR Position: Q2 2019 in Review

Focused Wealth Management sold out of Extra Space Storage (EXR) in Q2 2019, closing a stake of 1,350 shares — an estimated $138K sold.

Focused Wealth Management first reported a position in EXR in Q2 2018 and held it in 4 quarters. The position peaked at $185K in Q2 2018. 459 funds tracked by Wall St. Rank hold EXR as of Q2 2019.

  • Focused Wealth Management reported no remaining Extra Space Storage position as of Q2 2019 after selling out during the quarter.
  • Focused Wealth Management sold 1,350 Extra Space Storage shares in Q2 2019, an estimated $138K.
  • Focused Wealth Management first reported a position in Extra Space Storage in Q2 2018 and held it in 4 quarters.
  • Focused Wealth Management's Extra Space Storage position peaked at $185K in Q2 2018.
  • 459 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2019.

Based on Focused Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.