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Guidance Point Advisors’s Extra Space Storage EXR Stock Holding History

Guidance Point 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
2021
Q4 		– Sell
-43
Closed -$7K – 187
2021
Q3 		$7K Buy
+43
New +$7.6K ﹤0.01% 290

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guidance Point Advisors's EXR Position: Q4 2021 in Review

Guidance Point Advisors sold out of Extra Space Storage (EXR) in Q4 2021, closing a stake of 43 shares — an estimated $7K sold.

Guidance Point Advisors first reported a position in EXR in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 640 funds tracked by Wall St. Rank hold EXR as of Q4 2021.

  • Guidance Point Advisors reported no remaining Extra Space Storage position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 43 Extra Space Storage shares in Q4 2021, an estimated $7K.
  • Guidance Point Advisors first reported a position in Extra Space Storage in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Extra Space Storage position peaked at $7K in Q3 2021.
  • 640 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.