B
LSI

Bridgeworth’s Life Storage, Inc. LSI Stock Holding History

Bridgeworth’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
-4,330
Closed -$576K – 180
2023
Q2 		$576K Hold
4,330
– – 0.06% 97
2023
Q1 		$568K Buy
4,330
+49
+1% +$5.67K 0.07% 99
2022
Q4 		$422K Buy
4,281
+44
+1% +$4.61K 0.07% 101
2022
Q3 		$469K Buy
4,237
+38
+0.9% +$4.66K 0.11% 87
2022
Q2 		$469K Buy
4,199
+29
+0.7% +$3.58K 0.11% 89
2022
Q1 		$586K Buy
4,170
+31
+0.7% +$4.17K 0.13% 75
2021
Q4 		$634K Buy
4,139
+27
+0.7% +$3.61K 0.14% 73
2021
Q3 		$472K Buy
4,112
+26
+0.6% +$3.09K 0.13% 78
2021
Q2 		$439K Buy
4,086
+32
+0.8% +$3.15K 0.13% 80
2021
Q1 		$348K Buy
4,054
+35
+0.9% +$2.91K 0.11% 89
2020
Q4 		$320K Buy
4,019
+36
+0.9% +$2.74K 0.11% 88
2020
Q3 		$279K Buy
3,983
+47
+1% +$3.19K 0.1% 96
2020
Q2 		$249K Buy
3,936
+46
+1% +$2.85K 0.1% 103
2020
Q1 		$245K Buy
3,890
+36
+0.9% +$2.57K 0.11% 97
2019
Q4 		$278K Hold
3,854
– – 0.1% 100
2019
Q3 		$271K Hold
3,854
– – 0.1% 100
2019
Q2 		$244K Hold
3,854
– – 0.09% 107
2019
Q1 		$250K Hold
3,854
– – 0.1% 108
2018
Q4 		$239K Hold
3,854
– – 0.14% 104
2018
Q3 		$239K Hold
3,854
– – 0.13% 107
2018
Q2 		$249K Hold
3,854
– – 0.11% 114
2018
Q1 		$215K Buy
+3,854
New +$211K 0.1% 141
2017
Q2 		– Sell
-3,854
Closed -$217K – 156
2017
Q1 		$217K Hold
3,854
– – 0.11% 135
2016
Q4 		$211K Buy
+3,854
New +$214K 0.12% 134

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 $8.74B AUM 14.62% 1-Year Est. Return

Bridgeworth's LSI Position: Q3 2023 in Review

Bridgeworth sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,330 shares — an estimated $576K sold.

Bridgeworth first reported a position in LSI in Q4 2016 and held it in 24 quarters. The position peaked at $634K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Bridgeworth reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bridgeworth sold 4,330 Life Storage, Inc. shares in Q3 2023, an estimated $576K.
  • Bridgeworth first reported a position in Life Storage, Inc. in Q4 2016 and held it in 24 quarters.
  • Bridgeworth's Life Storage, Inc. position peaked at $634K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Bridgeworth's 13F filing for Q3 2023, filed 24 Oct 2023.