AF
LSI

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

Allworth 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
2023
Q3 		– Sell
-28
Closed -$3.72K – 3595
2023
Q2 		$3.72K Sell
28
-1
-3% -$133 ﹤0.01% 2229
2023
Q1 		$3.8K Buy
29
+15
+107% +$1.74K ﹤0.01% 2145
2022
Q4 		$1.38K Sell
14
-4
-22% -$419 ﹤0.01% 2367
2022
Q3 		$2K Buy
18
+17
+1,700% +$2.09K ﹤0.01% 2274
2022
Q2 		$0 Sell
1
-188
-99% -$23.2K ﹤0.01% 2938
2022
Q1 		$27K Buy
189
+144
+320% +$19.4K ﹤0.01% 1134
2021
Q4 		$7K Hold
45
– – ﹤0.01% 1506
2021
Q3 		$5K Buy
+45
New +$5.35K ﹤0.01% 1547

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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

Allworth Financial's LSI Position: Q3 2023 in Review

Allworth Financial sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 28 shares — an estimated $3.72K sold.

Allworth Financial first reported a position in LSI in Q3 2021 and held it in 8 quarters. The position peaked at $27K in Q1 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Allworth Financial reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Allworth Financial sold 28 Life Storage, Inc. shares in Q3 2023, an estimated $3.72K.
  • Allworth Financial first reported a position in Life Storage, Inc. in Q3 2021 and held it in 8 quarters.
  • Allworth Financial's Life Storage, Inc. position peaked at $27K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.