BWIA
LSI

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

Bryant Woods 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
-5,978
Closed -$795K – 47
2023
Q2 		$795K Buy
5,978
+34
+0.6% +$4.52K 0.56% 21
2023
Q1 		$779K Buy
5,944
+44
+0.7% +$5.09K 0.6% 23
2022
Q4 		$581K Buy
5,900
+39
+0.7% +$4.09K 0.49% 24
2022
Q3 		$649K Buy
5,861
+34
+0.6% +$4.17K 0.61% 22
2022
Q2 		$651K Buy
5,827
+25
+0.4% +$3.09K 0.61% 22
2022
Q1 		$815K Buy
5,802
+27
+0.5% +$3.63K 0.66% 21
2021
Q4 		$884K Buy
+5,775
New +$771K 0.69% 19

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

Bryant Woods Investment Advisors's LSI Position: Q3 2023 in Review

Bryant Woods Investment Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 5,978 shares — an estimated $795K sold.

Bryant Woods Investment Advisors first reported a position in LSI in Q4 2021 and held it in 7 quarters. The position peaked at $884K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Bryant Woods Investment Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bryant Woods Investment Advisors sold 5,978 Life Storage, Inc. shares in Q3 2023, an estimated $795K.
  • Bryant Woods Investment Advisors first reported a position in Life Storage, Inc. in Q4 2021 and held it in 7 quarters.
  • Bryant Woods Investment Advisors's Life Storage, Inc. position peaked at $884K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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