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

Baystate 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	-12	Closed	-$1.67K	–	1108
2023 Q2	$1.67K	Hold	12	–	–	﹤0.01%	870
2023 Q1	$1.63K	Hold	12	–	–	﹤0.01%	862
2022 Q4	$1K	Hold	12	–	–	﹤0.01%	930
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	874
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	889
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	791
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	790
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	821
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	788
2021 Q1	$1K	Buy	+12	New	+$998	﹤0.01%	715

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

Baystate Wealth Management's LSI Position: Q3 2023 in Review

Baystate Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 12 shares — an estimated $1.67K sold.

Baystate Wealth Management first reported a position in LSI in Q1 2021 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Baystate Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Baystate Wealth Management sold 12 Life Storage, Inc. shares in Q3 2023, an estimated $1.67K.
Baystate Wealth Management first reported a position in Life Storage, Inc. in Q1 2021 and held it in 10 quarters.
Baystate Wealth Management's Life Storage, Inc. position peaked at $2K in Q1 2022.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.