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Harvest Group Wealth Management’s Extra Space Storage EXR Stock Holding History

Harvest Group 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
2020
Q2 		– Sell
-40
Closed -$3K – 587
2020
Q1 		$3K Hold
40
– – ﹤0.01% 285
2019
Q4 		$4K Hold
40
– – ﹤0.01% 418
2019
Q3 		$5K Buy
+40
New +$4.63K 0.01% 407

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harvest Group Wealth Management's EXR Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Extra Space Storage (EXR) in Q2 2020, closing a stake of 40 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in EXR in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 468 funds tracked by Wall St. Rank hold EXR as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Extra Space Storage position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 40 Extra Space Storage shares in Q2 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Extra Space Storage in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Extra Space Storage position peaked at $5K in Q3 2019.
  • 468 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.