SF
SELF

Symphony Financial’s Global Self Storage SELF Stock Holding History

Symphony Financial’s Portfolio SELF Stock Details SELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13,785
Closed -$79K – 203
2022
Q1 		$79K Buy
+13,785
New +$79.9K 0.02% 191

Other funds holding SELF

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Symphony Financial's SELF Position: Q2 2022 in Review

Symphony Financial sold out of Global Self Storage (SELF) in Q2 2022, closing a stake of 13,785 shares — an estimated $79K sold.

Symphony Financial first reported a position in SELF in Q1 2022 and held it in 1 quarter. The position peaked at $79K in Q1 2022. 39 funds tracked by Wall St. Rank hold SELF as of Q2 2022.

  • Symphony Financial reported no remaining Global Self Storage position as of Q2 2022 after selling out during the quarter.
  • Symphony Financial sold 13,785 Global Self Storage shares in Q2 2022, an estimated $79K.
  • Symphony Financial first reported a position in Global Self Storage in Q1 2022 and held it in 1 quarter.
  • Symphony Financial's Global Self Storage position peaked at $79K in Q1 2022.
  • 39 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2022.

Based on Symphony Financial's 13F filing for Q2 2022, filed 18 Jul 2022.