BCWM
LSI

Bartlett & Co Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Bartlett & Co 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
Q3 		– Sell
-1,650
Closed -$219K – 1212
2023
Q2 		$219K Buy
+1,650
New +$219K ﹤0.01% 440

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

Bartlett & Co Wealth Management's LSI Position: Q3 2023 in Review

Bartlett & Co Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,650 shares — an estimated $219K sold.

Bartlett & Co Wealth Management first reported a position in LSI in Q2 2023 and held it in 1 quarter. The position peaked at $219K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Bartlett & Co Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,650 Life Storage, Inc. shares in Q3 2023, an estimated $219K.
  • Bartlett & Co Wealth Management first reported a position in Life Storage, Inc. in Q2 2023 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Life Storage, Inc. position peaked at $219K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2023, filed 14 Feb 2024.