Burt Wealth Advisors’s Life Storage, Inc. LSI Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-237	Closed	-$19K	–	379
2020 Q4	$19K	Hold	237	–	–	0.01%	247
2020 Q3	$17K	Buy	+237	New	+$16.1K	0.01%	250
2016 Q2	–	Sell	-375	Closed	-$29K	–	574
2016 Q1	$29K	Buy	+375	New	+$27.3K	0.03%	209

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Burt Wealth Advisors's LSI Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Life Storage, Inc. (LSI) in Q1 2021, closing a stake of 237 shares — an estimated $19K sold.

Burt Wealth Advisors first reported a position in LSI in Q1 2016 and held it in 3 quarters. The position peaked at $29K in Q1 2016. 363 funds tracked by Wall St. Rank hold LSI as of Q1 2021.

Burt Wealth Advisors reported no remaining Life Storage, Inc. position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 237 Life Storage, Inc. shares in Q1 2021, an estimated $19K.
Burt Wealth Advisors first reported a position in Life Storage, Inc. in Q1 2016 and held it in 3 quarters.
Burt Wealth Advisors's Life Storage, Inc. position peaked at $29K in Q1 2016.
363 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.