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WBH Advisory’s Extra Space Storage EXR Stock Holding History

WBH Advisory’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
2022
Q1 		– Sell
-1,231
Closed -$279K – 319
2021
Q4 		$279K Sell
1,231
-5
-0.4% -$991 0.03% 275
2021
Q3 		$208K Hold
1,236
– – 0.03% 282
2021
Q2 		$211K Buy
+1,236
New +$185K 0.03% 260

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBH Advisory's EXR Position: Q1 2022 in Review

WBH Advisory sold out of Extra Space Storage (EXR) in Q1 2022, closing a stake of 1,231 shares — an estimated $279K sold.

WBH Advisory first reported a position in EXR in Q2 2021 and held it in 3 quarters. The position peaked at $279K in Q4 2021. 656 funds tracked by Wall St. Rank hold EXR as of Q1 2022.

  • WBH Advisory reported no remaining Extra Space Storage position as of Q1 2022 after selling out during the quarter.
  • WBH Advisory sold 1,231 Extra Space Storage shares in Q1 2022, an estimated $279K.
  • WBH Advisory first reported a position in Extra Space Storage in Q2 2021 and held it in 3 quarters.
  • WBH Advisory's Extra Space Storage position peaked at $279K in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2022.

Based on WBH Advisory's 13F filing for Q1 2022, filed 29 Apr 2022.