AWM
LSI

Accel Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Accel Wealth Management’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
Q3 		– Sell
-45
Closed -$5K – 898
2021
Q2 		$5K Hold
45
– – ﹤0.01% 810
2021
Q1 		$4K Sell
45
-15
-25% -$1.25K ﹤0.01% 792
2020
Q4 		$5K Buy
+60
New +$4.57K ﹤0.01% 720

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Accel Wealth Management's LSI Position: Q3 2021 in Review

Accel Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2021, closing a stake of 45 shares — an estimated $5K sold.

Accel Wealth Management first reported a position in LSI in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 382 funds tracked by Wall St. Rank hold LSI as of Q3 2021.

  • Accel Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2021 after selling out during the quarter.
  • Accel Wealth Management sold 45 Life Storage, Inc. shares in Q3 2021, an estimated $5K.
  • Accel Wealth Management first reported a position in Life Storage, Inc. in Q4 2020 and held it in 3 quarters.
  • Accel Wealth Management's Life Storage, Inc. position peaked at $5K in Q2 2021.
  • 382 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2021.

Based on Accel Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.