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SYSTM Wealth Solutions’s Extra Space Storage EXR Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-8,613
Closed -$1.34M – 280
2024
Q2 		$1.34M Buy
8,613
+7,442
+636% +$1.08M 0.3% 99
2024
Q1 		$172K Buy
1,171
+289
+33% +$42.1K 0.02% 414
2023
Q4 		$141K Buy
+882
New +$112K 0.02% 415

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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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SYSTM Wealth Solutions's EXR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Extra Space Storage (EXR) in Q3 2024, closing a stake of 8,613 shares — an estimated $1.34M sold.

SYSTM Wealth Solutions first reported a position in EXR in Q4 2023 and held it in 3 quarters. The position peaked at $1.34M in Q2 2024. 768 funds tracked by Wall St. Rank hold EXR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Extra Space Storage position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 8,613 Extra Space Storage shares in Q3 2024, an estimated $1.34M.
  • SYSTM Wealth Solutions first reported a position in Extra Space Storage in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Extra Space Storage position peaked at $1.34M in Q2 2024.
  • 768 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.