AWM
LSI

Avior Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-56
Closed -$7.34K – 1696
2023
Q1 		$7.34K Buy
+56
New +$6.48K ﹤0.01% 1106

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T. Rowe Price Associates
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avior Wealth Management's LSI Position: Q2 2023 in Review

Avior Wealth Management sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 56 shares — an estimated $7.34K sold.

Avior Wealth Management first reported a position in LSI in Q1 2023 and held it in 1 quarter. The position peaked at $7.34K in Q1 2023. 434 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

  • Avior Wealth Management reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 56 Life Storage, Inc. shares in Q2 2023, an estimated $7.34K.
  • Avior Wealth Management first reported a position in Life Storage, Inc. in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's Life Storage, Inc. position peaked at $7.34K in Q1 2023.
  • 434 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.