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

AE 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
2023 Q3	–	Sell	-6,571	Closed	-$874K	–	2112
2023 Q2	$874K	Sell	6,571 -420	-6%	-$55.9K	0.01%	1143
2023 Q1	$916K	Sell	6,991 -101	-1%	-$11.7K	0.01%	1083
2022 Q4	$699K	Buy	+7,092	New	+$743K	0.01%	1139

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AE Wealth Management's LSI Position: Q3 2023 in Review

AE Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 6,571 shares — an estimated $874K sold.

AE Wealth Management first reported a position in LSI in Q4 2022 and held it in 3 quarters. The position peaked at $916K in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

AE Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 6,571 Life Storage, Inc. shares in Q3 2023, an estimated $874K.
AE Wealth Management first reported a position in Life Storage, Inc. in Q4 2022 and held it in 3 quarters.
AE Wealth Management's Life Storage, Inc. position peaked at $916K in Q1 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.