BFPW
LSI

BOK Financial Private Wealth’s Life Storage, Inc. LSI Stock Holding History

BOK Financial Private Wealth’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
-10,001
Closed -$1.33M – 399
2023
Q2 		$1.33M Sell
10,001
-901
-8% -$120K 0.11% 92
2023
Q1 		$1.43M Buy
10,902
+492
+5% +$56.9K 0.11% 94
2022
Q4 		$1.03M Buy
+10,410
New +$1.09M 0.09% 100

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

BOK Financial Private Wealth's LSI Position: Q3 2023 in Review

BOK Financial Private Wealth sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 10,001 shares — an estimated $1.33M sold.

BOK Financial Private Wealth first reported a position in LSI in Q4 2022 and held it in 3 quarters. The position peaked at $1.43M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • BOK Financial Private Wealth reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • BOK Financial Private Wealth sold 10,001 Life Storage, Inc. shares in Q3 2023, an estimated $1.33M.
  • BOK Financial Private Wealth first reported a position in Life Storage, Inc. in Q4 2022 and held it in 3 quarters.
  • BOK Financial Private Wealth's Life Storage, Inc. position peaked at $1.43M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on BOK Financial Private Wealth's 13F filing for Q3 2023, filed 13 Oct 2023.