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JOYN Advisors’s Extra Space Storage EXR Stock Holding History

JOYN 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
2019
Q1 		– Sell
-255
Closed -$23K – 527
2018
Q4 		$23K Buy
255
+29
+13% +$2.64K 0.01% 607
2018
Q3 		$20K Buy
226
+13
+6% +$1.21K ﹤0.01% 681
2018
Q2 		$21K Buy
213
+210
+7,000% +$19.6K ﹤0.01% 661
2018
Q1 		$0 Buy
+3
New +$252 ﹤0.01% 1340

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JOYN Advisors's EXR Position: Q1 2019 in Review

JOYN Advisors sold out of Extra Space Storage (EXR) in Q1 2019, closing a stake of 255 shares — an estimated $23K sold.

JOYN Advisors first reported a position in EXR in Q1 2018 and held it in 4 quarters. The position peaked at $23K in Q4 2018. 445 funds tracked by Wall St. Rank hold EXR as of Q1 2019.

  • JOYN Advisors reported no remaining Extra Space Storage position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 255 Extra Space Storage shares in Q1 2019, an estimated $23K.
  • JOYN Advisors first reported a position in Extra Space Storage in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Extra Space Storage position peaked at $23K in Q4 2018.
  • 445 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.