TCI Wealth Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-32
| Closed | -$5.21K | – | 884 |
|
|
2023
Q1 | $5.21K | Hold |
32
| – | – | ﹤0.01% | 1498 |
|
|
2022
Q4 | $4.71K | Hold |
32
| – | – | ﹤0.01% | 1567 |
|
|
2022
Q3 | $6K | Hold |
32
| – | – | ﹤0.01% | 1330 |
|
|
2022
Q2 | $5K | Sell |
32
-1
| -3% | -$185 | ﹤0.01% | 1469 |
|
|
2022
Q1 | $6K | Hold |
33
| – | – | ﹤0.01% | 1409 |
|
|
2021
Q4 | $7K | Hold |
33
| – | – | ﹤0.01% | 1414 |
|
|
2021
Q3 | $6K | Buy |
33
+1
| +3% | +$177 | ﹤0.01% | 1450 |
|
|
2021
Q2 | $5K | Hold |
32
| – | – | ﹤0.01% | 1431 |
|
|
2021
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 1365 |
|
|
2020
Q4 | $4K | Sell |
32
-9
| -22% | -$1.02K | ﹤0.01% | 959 |
|
|
2020
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 838 |
|
|
2020
Q2 | $4K | Sell |
41
-4
| -9% | -$372 | ﹤0.01% | 797 |
|
|
2020
Q1 | $4K | Sell |
45
-339
| -88% | -$35.3K | ﹤0.01% | 764 |
|
|
2019
Q4 | $41K | Buy |
384
+339
| +753% | +$37K | 0.02% | 420 |
|
|
2019
Q3 | $5K | Sell |
45
-2
| -4% | -$231 | ﹤0.01% | 798 |
|
|
2019
Q2 | $5K | Hold |
47
| – | – | ﹤0.01% | 761 |
|
|
2019
Q1 | $5K | Hold |
47
| – | – | ﹤0.01% | 785 |
|
|
2018
Q4 | $4K | Buy |
47
+3
| +7% | +$273 | ﹤0.01% | 817 |
|
|
2018
Q3 | $4K | Hold |
44
| – | – | ﹤0.01% | 842 |
|
|
2018
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 839 |
|
|
2018
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 778 |
|
|
2017
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 828 |
|
|
2017
Q3 | $4K | Hold |
44
| – | – | ﹤0.01% | 772 |
|
|
2017
Q2 | $3K | Sell |
44
-300
| -87% | -$23K | ﹤0.01% | 868 |
|
|
2017
Q1 | $26K | Buy |
344
+300
| +682% | +$22.6K | 0.01% | 406 |
|
|
2016
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 906 |
|
|
2016
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 854 |
|
|
2016
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 763 |
|
|
2016
Q1 | $4K | Sell |
44
-9
| -17% | -$782 | ﹤0.01% | 763 |
|
|
2015
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 708 |
|
|
2015
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 665 |
|
|
2015
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 725 |
|
|
2015
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 607 |
|
|
2014
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 650 |
|
|
2014
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 653 |
|
|
2014
Q2 | $3K | Buy |
+53
| New | +$2.73K | ﹤0.01% | 682 |
|
Other funds holding EXR
AAMU
TCI Wealth Advisors's EXR Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Extra Space Storage (EXR) in Q2 2023, closing a stake of 32 shares — an estimated $5.21K sold.
TCI Wealth Advisors first reported a position in EXR in Q2 2014 and held it in 36 quarters. The position peaked at $41K in Q4 2019. 578 funds tracked by Wall St. Rank hold EXR as of Q2 2023.
- TCI Wealth Advisors reported no remaining Extra Space Storage position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 32 Extra Space Storage shares in Q2 2023, an estimated $5.21K.
- TCI Wealth Advisors first reported a position in Extra Space Storage in Q2 2014 and held it in 36 quarters.
- TCI Wealth Advisors's Extra Space Storage position peaked at $41K in Q4 2019.
- 578 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.