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Mascoma Wealth Management’s Extra Space Storage EXR Stock Holding History

Mascoma 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
2021
Q4 		– Sell
-2
Closed – – 540
2021
Q3 		$0 Buy
+2
New +$354 ﹤0.01% 455
2021
Q2 		– Sell
-2
Closed – – 218
2021
Q1 		$0 Buy
+2
New +$242 ﹤0.01% 450

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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

Mascoma Wealth Management's EXR Position: Q4 2021 in Review

Mascoma Wealth Management sold out of Extra Space Storage (EXR) in Q4 2021, closing a stake of 2 shares.

Mascoma Wealth Management first reported a position in EXR in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 640 funds tracked by Wall St. Rank hold EXR as of Q4 2021.

  • Mascoma Wealth Management reported no remaining Extra Space Storage position as of Q4 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 2 Extra Space Storage shares in Q4 2021.
  • Mascoma Wealth Management first reported a position in Extra Space Storage in Q1 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's Extra Space Storage position peaked at $0 in Q3 2021.
  • 640 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.