AWG
LSI

Altus Wealth Group’s Life Storage, Inc. LSI Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-89
Closed -$7K – 818
2020
Q4 		$7K Buy
+89
New +$6.78K 0.01% 610

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Altus Wealth Group's LSI Position: Q1 2021 in Review

Altus Wealth Group sold out of Life Storage, Inc. (LSI) in Q1 2021, closing a stake of 89 shares — an estimated $7K sold.

Altus Wealth Group first reported a position in LSI in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 363 funds tracked by Wall St. Rank hold LSI as of Q1 2021.

  • Altus Wealth Group reported no remaining Life Storage, Inc. position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 89 Life Storage, Inc. shares in Q1 2021, an estimated $7K.
  • Altus Wealth Group first reported a position in Life Storage, Inc. in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Life Storage, Inc. position peaked at $7K in Q4 2020.
  • 363 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.