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

FSA 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
2024
Q1 		$7.24K Hold
49
– – ﹤0.01% 379
2023
Q4 		$8K Buy
+49
New +$6.23K ﹤0.01% 349
2020
Q3 		– Sell
-48
Closed -$4K – 158
2020
Q2 		$4K Hold
48
– – ﹤0.01% 336
2020
Q1 		$5K Hold
48
– – ﹤0.01% 299
2019
Q4 		$5K Buy
+48
New +$5.23K ﹤0.01% 388

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

FSA Wealth Management's EXR Position: Q1 2024 in Review

FSA Wealth Management held its Extra Space Storage (EXR) position steady in Q1 2024 at 49 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

FSA Wealth Management first reported a position in EXR in Q4 2019 and has held it in 5 quarters since. The position peaked at $8K in Q4 2023. 707 funds tracked by Wall St. Rank hold EXR as of Q1 2024.

  • FSA Wealth Management held 49 shares of Extra Space Storage worth $7.24K as of Q1 2024.
  • FSA Wealth Management left its Extra Space Storage share count unchanged in Q1 2024.
  • Extra Space Storage made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #379 holding.
  • FSA Wealth Management first reported a position in Extra Space Storage in Q4 2019 and has held it in 5 quarters since.
  • FSA Wealth Management's Extra Space Storage position peaked at $8K in Q4 2023.
  • 707 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.