Atria Wealth Solutions’s Life Storage, Inc. LSI Stock Holding History

Atria Wealth Solutions’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	-5,343	Closed	-$710K	–	2009
2023 Q2	$710K	Sell	5,343 -72	-1%	-$9.58K	0.01%	996
2023 Q1	$710K	Buy	5,415 +1,285	+31%	+$149K	0.01%	957
2022 Q4	$407K	Sell	4,130 -2,364	-36%	-$248K	0.01%	1193
2022 Q3	$719K	Sell	6,494 -1,847	-22%	-$227K	0.01%	847
2022 Q2	$931K	Buy	8,341 +3,333	+67%	+$411K	0.02%	727
2022 Q1	$703K	Buy	+5,008	New	+$674K	0.01%	891

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

BTI

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

Atria Wealth Solutions's LSI Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 5,343 shares — an estimated $710K sold.

Atria Wealth Solutions first reported a position in LSI in Q1 2022 and held it in 6 quarters. The position peaked at $931K in Q2 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Atria Wealth Solutions reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 5,343 Life Storage, Inc. shares in Q3 2023, an estimated $710K.
Atria Wealth Solutions first reported a position in Life Storage, Inc. in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's Life Storage, Inc. position peaked at $931K in Q2 2022.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.