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Western Pacific Wealth Management’s Extra Space Storage EXR Stock Holding History

Western Pacific 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
2024
Q2 		– Sell
-4
Closed -$588 – 247
2024
Q1 		$588 Buy
+4
New +$583 ﹤0.01% 290

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Principal Financial Group
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Norges Bank
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Geode Capital Management
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Western Pacific Wealth Management's EXR Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Extra Space Storage (EXR) in Q2 2024, closing a stake of 4 shares — an estimated $588 sold.

Western Pacific Wealth Management first reported a position in EXR in Q1 2024 and held it in 1 quarter. The position peaked at $588 in Q1 2024. 751 funds tracked by Wall St. Rank hold EXR as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Extra Space Storage position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 4 Extra Space Storage shares in Q2 2024, an estimated $588.
  • Western Pacific Wealth Management first reported a position in Extra Space Storage in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Extra Space Storage position peaked at $588 in Q1 2024.
  • 751 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.