BRWA
LSI

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

B. Riley 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
2022
Q4 		– Sell
-2,390
Closed -$265K – 1616
2022
Q3 		$265K Buy
2,390
+417
+21% +$51.2K 0.01% 1082
2022
Q2 		$221K Sell
1,973
-9
-0.5% -$1.11K 0.01% 1006
2022
Q1 		$279K Sell
1,982
-11
-0.6% -$1.48K 0.01% 1048
2021
Q4 		$306K Sell
1,993
-33
-2% -$4.41K 0.01% 1063
2021
Q3 		$233K Buy
+2,026
New +$241K 0.01% 1173

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's LSI Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Life Storage, Inc. (LSI) in Q4 2022, closing a stake of 2,390 shares — an estimated $265K sold.

B. Riley Wealth Advisors first reported a position in LSI in Q3 2021 and held it in 5 quarters. The position peaked at $306K in Q4 2021. 433 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining Life Storage, Inc. position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,390 Life Storage, Inc. shares in Q4 2022, an estimated $265K.
  • B. Riley Wealth Advisors first reported a position in Life Storage, Inc. in Q3 2021 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Life Storage, Inc. position peaked at $306K in Q4 2021.
  • 433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.