API
LSI

Advisor Partners II’s Life Storage, Inc. LSI Stock Holding History

Advisor Partners II’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
2023
Q3 		– Sell
-2,432
Closed -$323K – 1311
2023
Q2 		$323K Buy
2,432
+230
+10% +$30.6K 0.02% 759
2023
Q1 		$289K Buy
2,202
+153
+7% +$17.7K 0.02% 757
2022
Q4 		$202K Buy
+2,049
New +$215K 0.01% 859

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Advisor Partners II's LSI Position: Q3 2023 in Review

Advisor Partners II sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,432 shares — an estimated $323K sold.

Advisor Partners II first reported a position in LSI in Q4 2022 and held it in 3 quarters. The position peaked at $323K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Advisor Partners II reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Advisor Partners II sold 2,432 Life Storage, Inc. shares in Q3 2023, an estimated $323K.
  • Advisor Partners II first reported a position in Life Storage, Inc. in Q4 2022 and held it in 3 quarters.
  • Advisor Partners II's Life Storage, Inc. position peaked at $323K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.