PCS
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Personal CFO Solutions’s Extra Space Storage EXR Stock Holding History

Personal CFO Solutions’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
2022
Q4 		– Sell
-1,227
Closed -$212K – 468
2022
Q3 		$212K Buy
1,227
+12
+1% +$2.27K 0.05% 355
2022
Q2 		$207K Buy
1,215
+26
+2% +$4.82K 0.05% 386
2022
Q1 		$244K Sell
1,189
-61
-5% -$12.1K 0.05% 390
2021
Q4 		$283K Sell
1,250
-230
-16% -$45.6K 0.05% 338
2021
Q3 		$249K Sell
1,480
-11
-0.7% -$1.95K 0.05% 362
2021
Q2 		$244K Buy
+1,491
New +$223K 0.05% 358
2021
Q1 		– Sell
-2,338
Closed -$271K – 418
2020
Q4 		$271K Buy
2,338
+79
+3% +$9K 0.07% 267
2020
Q3 		$0 Sell
2,259
-100
-4% -$10.3K ﹤0.01% 205
2020
Q2 		$218K Buy
2,359
+197
+9% +$18.3K 0.06% 270
2020
Q1 		$207K Buy
+2,162
New +$225K 0.07% 235

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Personal CFO Solutions's EXR Position: Q4 2022 in Review

Personal CFO Solutions sold out of Extra Space Storage (EXR) in Q4 2022, closing a stake of 1,227 shares — an estimated $212K sold.

Personal CFO Solutions first reported a position in EXR in Q1 2020 and held it in 10 quarters. The position peaked at $283K in Q4 2021. 589 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

  • Personal CFO Solutions reported no remaining Extra Space Storage position as of Q4 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 1,227 Extra Space Storage shares in Q4 2022, an estimated $212K.
  • Personal CFO Solutions first reported a position in Extra Space Storage in Q1 2020 and held it in 10 quarters.
  • Personal CFO Solutions's Extra Space Storage position peaked at $283K in Q4 2021.
  • 589 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on Personal CFO Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.