AF
LSI

Advisornet Financial’s Life Storage, Inc. LSI Stock Holding History

Advisornet Financial’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
2022
Q4 		– Sell
-15
Closed -$2K – 2529
2022
Q3 		$2K Buy
15
+4
+36% +$491 ﹤0.01% 1723
2022
Q2 		$1K Buy
+11
New +$1.36K ﹤0.01% 1847
2019
Q4 		– Sell
-659
Closed -$46K – 2029
2019
Q3 		$46K Buy
+659
New +$44.8K ﹤0.01% 940

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisornet Financial's LSI Position: Q4 2022 in Review

Advisornet Financial sold out of Life Storage, Inc. (LSI) in Q4 2022, closing a stake of 15 shares — an estimated $2K sold.

Advisornet Financial first reported a position in LSI in Q3 2019 and held it in 3 quarters. The position peaked at $46K in Q3 2019. 433 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

  • Advisornet Financial reported no remaining Life Storage, Inc. position as of Q4 2022 after selling out during the quarter.
  • Advisornet Financial sold 15 Life Storage, Inc. shares in Q4 2022, an estimated $2K.
  • Advisornet Financial first reported a position in Life Storage, Inc. in Q3 2019 and held it in 3 quarters.
  • Advisornet Financial's Life Storage, Inc. position peaked at $46K in Q3 2019.
  • 433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.