Kestra Private Wealth Services
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Kestra Private Wealth Services’s Global Self Storage SELF Stock Holding History

Kestra Private Wealth Services’s Portfolio SELF Stock Details SELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-33,293
Closed -$148K – 1408
2024
Q1 		$148K Buy
+33,293
New +$146K ﹤0.01% 1218
2023
Q4 		– Sell
-32,089
Closed -$156K – 1284
2023
Q3 		$156K Buy
+32,089
New +$161K ﹤0.01% 1057
2023
Q2 		– Sell
-22,310
Closed -$115K – 1129
2023
Q1 		$115K Buy
+22,310
New +$117K ﹤0.01% 975
2020
Q4 		– Sell
-11,914
Closed -$48K – 774
2020
Q3 		$48K Buy
+11,914
New +$46.5K ﹤0.01% 672

Other funds holding SELF

Bard Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Winmill & Co
Winmill & Co Walpole, New Hampshire $452M AUM 56.84% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Stansberry Asset Management
Stansberry Asset Management Westlake, Texas $1.09B AUM 23.97% 1-Year Est. Return
Laffer Tengler Investments
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Kestra Private Wealth Services's SELF Position: Q2 2024 in Review

Kestra Private Wealth Services sold out of Global Self Storage (SELF) in Q2 2024, closing a stake of 33,293 shares — an estimated $148K sold.

Kestra Private Wealth Services first reported a position in SELF in Q3 2020 and held it in 4 quarters. The position peaked at $156K in Q3 2023. 42 funds tracked by Wall St. Rank hold SELF as of Q2 2024.

  • Kestra Private Wealth Services reported no remaining Global Self Storage position as of Q2 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 33,293 Global Self Storage shares in Q2 2024, an estimated $148K.
  • Kestra Private Wealth Services first reported a position in Global Self Storage in Q3 2020 and held it in 4 quarters.
  • Kestra Private Wealth Services's Global Self Storage position peaked at $156K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2024.

Based on Kestra Private Wealth Services's 13F filing for Q2 2024, filed 12 Aug 2024.