V Wealth Advisors’s Extra Space Storage EXR Stock Holding History

V Wealth 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
2023 Q2	–	Sell	-4,426	Closed	-$721K	–	391
2023 Q1	$721K	Sell	4,426 -4,583	-51%	-$720K	0.14%	155
2022 Q4	$1.33M	Sell	9,009 -1,753	-16%	-$280K	0.27%	82
2022 Q3	$1.86M	Buy	10,762 +244	+2%	+$46.1K	0.37%	56
2022 Q2	$1.79M	Buy	10,518 +507	+5%	+$93.9K	0.34%	71
2022 Q1	$2.06M	Buy	10,011 +194	+2%	+$38.6K	0.33%	63
2021 Q4	$2.23M	Buy	9,817 +380	+4%	+$75.3K	0.33%	63
2021 Q3	$1.58M	Buy	+9,437	New	+$1.67M	0.25%	94

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

V Wealth Advisors's EXR Position: Q2 2023 in Review

V Wealth Advisors sold out of Extra Space Storage (EXR) in Q2 2023, closing a stake of 4,426 shares — an estimated $721K sold.

V Wealth Advisors first reported a position in EXR in Q3 2021 and held it in 7 quarters. The position peaked at $2.23M in Q4 2021. 578 funds tracked by Wall St. Rank hold EXR as of Q2 2023.

V Wealth Advisors reported no remaining Extra Space Storage position as of Q2 2023 after selling out during the quarter.
V Wealth Advisors sold 4,426 Extra Space Storage shares in Q2 2023, an estimated $721K.
V Wealth Advisors first reported a position in Extra Space Storage in Q3 2021 and held it in 7 quarters.
V Wealth Advisors's Extra Space Storage position peaked at $2.23M in Q4 2021.
578 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.