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Sowell Financial Services’s Extra Space Storage EXR Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-6
Closed -$1K – 1215
2021
Q1 		$1K Sell
6
-2,240
-100% -$271K ﹤0.01% 2930
2020
Q4 		$260K Buy
2,246
+1,397
+165% +$159K 0.01% 751
2020
Q3 		$91K Sell
849
-51
-6% -$5.27K ﹤0.01% 999
2020
Q2 		$83K Sell
900
-49
-5% -$4.55K ﹤0.01% 1018
2020
Q1 		$91K Buy
+949
New +$98.8K 0.01% 875

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sowell Financial Services's EXR Position: Q2 2021 in Review

Sowell Financial Services sold out of Extra Space Storage (EXR) in Q2 2021, closing a stake of 6 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in EXR in Q1 2020 and held it in 5 quarters. The position peaked at $260K in Q4 2020. 525 funds tracked by Wall St. Rank hold EXR as of Q2 2021.

  • Sowell Financial Services reported no remaining Extra Space Storage position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6 Extra Space Storage shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Extra Space Storage in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Extra Space Storage position peaked at $260K in Q4 2020.
  • 525 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.