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 – 3596
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% 2939
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 $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return