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TriaGen Wealth Management’s Extra Space Storage EXR Stock Holding History

TriaGen Wealth Management’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
Q4 		– Sell
-2,453
Closed -$412K – 188
2021
Q3 		$412K Buy
+2,453
New +$434K 0.22% 110

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BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TriaGen Wealth Management's EXR Position: Q4 2021 in Review

TriaGen Wealth Management sold out of Extra Space Storage (EXR) in Q4 2021, closing a stake of 2,453 shares — an estimated $412K sold.

TriaGen Wealth Management first reported a position in EXR in Q3 2021 and held it in 1 quarter. The position peaked at $412K in Q3 2021. 640 funds tracked by Wall St. Rank hold EXR as of Q4 2021.

  • TriaGen Wealth Management reported no remaining Extra Space Storage position as of Q4 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 2,453 Extra Space Storage shares in Q4 2021, an estimated $412K.
  • TriaGen Wealth Management first reported a position in Extra Space Storage in Q3 2021 and held it in 1 quarter.
  • TriaGen Wealth Management's Extra Space Storage position peaked at $412K in Q3 2021.
  • 640 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2021.

Based on TriaGen Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.