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 $683M AUM 22.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 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.