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Garrett Wealth Advisory Group’s Extra Space Storage EXR Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-288
Closed -$33.6K – 247
2019
Q3 		$33.6K Buy
+288
New +$33.3K 0.02% 159

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garrett Wealth Advisory Group's EXR Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Extra Space Storage (EXR) in Q4 2019, closing a stake of 288 shares — an estimated $33.6K sold.

Garrett Wealth Advisory Group first reported a position in EXR in Q3 2019 and held it in 1 quarter. The position peaked at $33.6K in Q3 2019. 494 funds tracked by Wall St. Rank hold EXR as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Extra Space Storage position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 288 Extra Space Storage shares in Q4 2019, an estimated $33.6K.
  • Garrett Wealth Advisory Group first reported a position in Extra Space Storage in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Extra Space Storage position peaked at $33.6K in Q3 2019.
  • 494 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.