GoalVest Advisory’s Extra Space Storage EXR Stock Holding History

GoalVest Advisory’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
2022 Q2	–	Sell	-3	Closed	-$1K	–	384
2022 Q1	$1K	Buy	+3	New	+$596	﹤0.01%	329

Other funds holding EXR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GoalVest Advisory's EXR Position: Q2 2022 in Review

GoalVest Advisory sold out of Extra Space Storage (EXR) in Q2 2022, closing a stake of 3 shares — an estimated $1K sold.

GoalVest Advisory first reported a position in EXR in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 637 funds tracked by Wall St. Rank hold EXR as of Q2 2022.

GoalVest Advisory reported no remaining Extra Space Storage position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 3 Extra Space Storage shares in Q2 2022, an estimated $1K.
GoalVest Advisory first reported a position in Extra Space Storage in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's Extra Space Storage position peaked at $1K in Q1 2022.
637 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.