AWC
LSI

Abundance Wealth Counselors’s Life Storage, Inc. LSI Stock Holding History

Abundance Wealth Counselors’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-930
Closed -$80K – 369
2021
Q1 		$80K Buy
+930
New +$77.3K 0.02% 135

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abundance Wealth Counselors's LSI Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Life Storage, Inc. (LSI) in Q2 2021, closing a stake of 930 shares — an estimated $80K sold.

Abundance Wealth Counselors first reported a position in LSI in Q1 2021 and held it in 1 quarter. The position peaked at $80K in Q1 2021. 370 funds tracked by Wall St. Rank hold LSI as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Life Storage, Inc. position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 930 Life Storage, Inc. shares in Q2 2021, an estimated $80K.
  • Abundance Wealth Counselors first reported a position in Life Storage, Inc. in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Life Storage, Inc. position peaked at $80K in Q1 2021.
  • 370 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.