AWA
LSI

Arkadios Wealth Advisors’s Life Storage, Inc. LSI Stock Holding History

Arkadios Wealth Advisors’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
-1,889
Closed -$251K – 756
2023
Q2 		$251K Sell
1,889
-288
-13% -$38.3K 0.03% 495
2023
Q1 		$285K Buy
2,177
+7
+0.3% +$810 0.03% 448
2022
Q4 		$214K Buy
2,170
+19
+0.9% +$1.99K 0.03% 510
2022
Q3 		$238K Sell
2,151
-493
-19% -$60.5K 0.04% 439
2022
Q2 		$295K Sell
2,644
-142
-5% -$17.5K 0.04% 402
2022
Q1 		$391K Buy
2,786
+63
+2% +$8.48K 0.05% 362
2021
Q4 		$417K Buy
2,723
+17
+0.6% +$2.27K 0.06% 369
2021
Q3 		$310K Buy
2,706
+15
+0.6% +$1.78K 0.04% 398
2021
Q2 		$288K Buy
2,691
+19
+0.7% +$1.87K 0.04% 455
2021
Q1 		$229K Buy
2,672
+540
+25% +$44.9K 0.04% 381
2020
Q4 		$169K Buy
2,132
+276
+15% +$21K 0.04% 352
2020
Q3 		$144K Buy
1,856
+1,316
+244% +$89.2K 0.07% 228
2020
Q2 		$34.6K Buy
540
+3
+0.6% +$186 0.02% 432
2020
Q1 		$33.9K Hold
537
– – 0.02% 395
2019
Q4 		$41.2K Buy
+537
New +$38.4K 0.02% 338

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 $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Arkadios Wealth Advisors's LSI Position: Q3 2023 in Review

Arkadios Wealth Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,889 shares — an estimated $251K sold.

Arkadios Wealth Advisors first reported a position in LSI in Q4 2019 and held it in 15 quarters. The position peaked at $417K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Arkadios Wealth Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,889 Life Storage, Inc. shares in Q3 2023, an estimated $251K.
  • Arkadios Wealth Advisors first reported a position in Life Storage, Inc. in Q4 2019 and held it in 15 quarters.
  • Arkadios Wealth Advisors's Life Storage, Inc. position peaked at $417K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.