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

Provence Wealth Management Group’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
2023
Q4 		$8.02K Hold
50
– – ﹤0.01% 320
2023
Q3 		$6.08K Buy
+50
New +$6.71K ﹤0.01% 334

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Provence Wealth Management Group's EXR Position: Q4 2023 in Review

Provence Wealth Management Group held its Extra Space Storage (EXR) position steady in Q4 2023 at 50 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Provence Wealth Management Group first reported a position in EXR in Q3 2023 and has held it in 2 quarters since. 714 funds tracked by Wall St. Rank hold EXR as of Q4 2023.

  • Provence Wealth Management Group held 50 shares of Extra Space Storage worth $8.02K as of Q4 2023.
  • Provence Wealth Management Group left its Extra Space Storage share count unchanged in Q4 2023.
  • Extra Space Storage made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #320 holding.
  • Provence Wealth Management Group first reported a position in Extra Space Storage in Q3 2023 and has held it in 2 quarters since.
  • 714 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.