PWM
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PRW Wealth Management’s Extra Space Storage EXR Stock Holding History

PRW 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
2019
Q2 		– Sell
-42
Closed -$4K – 273
2019
Q1 		$4K Hold
42
– – ﹤0.01% 416
2018
Q4 		$4K Buy
+42
New +$3.82K 0.01% 411

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRW Wealth Management's EXR Position: Q2 2019 in Review

PRW Wealth Management sold out of Extra Space Storage (EXR) in Q2 2019, closing a stake of 42 shares — an estimated $4K sold.

PRW Wealth Management first reported a position in EXR in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 459 funds tracked by Wall St. Rank hold EXR as of Q2 2019.

  • PRW Wealth Management reported no remaining Extra Space Storage position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 42 Extra Space Storage shares in Q2 2019, an estimated $4K.
  • PRW Wealth Management first reported a position in Extra Space Storage in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Extra Space Storage position peaked at $4K in Q1 2019.
  • 459 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.