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Teamwork Financial Advisors’s Extra Space Storage EXR Stock Holding History

Teamwork Financial Advisors’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
Q2 		– Sell
-1,653
Closed -$243K – 160
2024
Q1 		$243K Sell
1,653
-43
-3% -$6.27K 0.04% 164
2023
Q4 		$272K Sell
1,696
-50
-3% -$6.36K 0.05% 150
2023
Q3 		$212K Sell
1,746
-27
-2% -$3.62K 0.03% 191
2023
Q2 		$264K Sell
1,773
-31
-2% -$4.66K 0.04% 169
2023
Q1 		$294K Sell
1,804
-4,495
-71% -$706K 0.05% 156
2022
Q4 		$927K Buy
6,299
+431
+7% +$68.9K 0.19% 83
2022
Q3 		$1.01M Sell
5,868
-4,652
-44% -$880K 0.22% 69
2022
Q2 		$1.79M Buy
+10,520
New +$1.95M 0.39% 51

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Teamwork Financial Advisors's EXR Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of Extra Space Storage (EXR) in Q2 2024, closing a stake of 1,653 shares — an estimated $243K sold.

Teamwork Financial Advisors first reported a position in EXR in Q2 2022 and held it in 8 quarters. The position peaked at $1.79M in Q2 2022. 750 funds tracked by Wall St. Rank hold EXR as of Q2 2024.

  • Teamwork Financial Advisors reported no remaining Extra Space Storage position as of Q2 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,653 Extra Space Storage shares in Q2 2024, an estimated $243K.
  • Teamwork Financial Advisors first reported a position in Extra Space Storage in Q2 2022 and held it in 8 quarters.
  • Teamwork Financial Advisors's Extra Space Storage position peaked at $1.79M in Q2 2022.
  • 750 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.