Cambridge Investment Research Advisors
LSI

Cambridge Investment Research Advisors’s Life Storage, Inc. LSI Stock Holding History

Cambridge Investment Research 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
-4,260
Closed -$566K – 3301
2023
Q2 		$566K Sell
4,260
-47
-1% -$6.25K ﹤0.01% 2031
2023
Q1 		$565K Buy
4,307
+125
+3% +$14.5K ﹤0.01% 2003
2022
Q4 		$412K Buy
4,182
+146
+4% +$15.3K ﹤0.01% 2177
2022
Q3 		$447K Buy
4,036
+23
+0.6% +$2.82K ﹤0.01% 2031
2022
Q2 		$448K Sell
4,013
-410
-9% -$50.6K ﹤0.01% 2043
2022
Q1 		$621K Buy
4,423
+840
+23% +$113K ﹤0.01% 1926
2021
Q4 		$549K Buy
3,583
+10
+0.3% +$1.34K ﹤0.01% 2035
2021
Q3 		$410K Sell
3,573
-41
-1% -$4.88K ﹤0.01% 2202
2021
Q2 		$388K Buy
3,614
+5
+0.1% +$492 ﹤0.01% 2265
2021
Q1 		$310K Buy
+3,609
New +$300K ﹤0.01% 2266

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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

Cambridge Investment Research Advisors's LSI Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,260 shares — an estimated $566K sold.

Cambridge Investment Research Advisors first reported a position in LSI in Q1 2021 and held it in 10 quarters. The position peaked at $621K in Q1 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Cambridge Investment Research Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,260 Life Storage, Inc. shares in Q3 2023, an estimated $566K.
  • Cambridge Investment Research Advisors first reported a position in Life Storage, Inc. in Q1 2021 and held it in 10 quarters.
  • Cambridge Investment Research Advisors's Life Storage, Inc. position peaked at $621K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.