Bell Investment Advisors’s Life Storage, Inc. LSI Stock Holding History

Bell Investment 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
2023 Q3	–	Sell	-19	Closed	-$2.53K	–	2030
2023 Q2	$2.53K	Hold	19	–	–	﹤0.01%	1180
2023 Q1	$2.49K	Buy	19 +12	+171%	+$1.39K	﹤0.01%	1135
2022 Q4	$690	Sell	7 -18	-72%	-$1.89K	﹤0.01%	1685
2022 Q3	$3K	Buy	25 +9	+56%	+$1.1K	﹤0.01%	1012
2022 Q2	$2K	Buy	+16	New	+$1.98K	﹤0.01%	1281
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	1706
2021 Q3	$1K	Buy	+7	New	+$832	﹤0.01%	1660

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

Bell Investment Advisors's LSI Position: Q3 2023 in Review

Bell Investment Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 19 shares — an estimated $2.53K sold.

Bell Investment Advisors first reported a position in LSI in Q3 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Bell Investment Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Bell Investment Advisors sold 19 Life Storage, Inc. shares in Q3 2023, an estimated $2.53K.
Bell Investment Advisors first reported a position in Life Storage, Inc. in Q3 2021 and held it in 7 quarters.
Bell Investment Advisors's Life Storage, Inc. position peaked at $3K in Q3 2022.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.