Capital Advisors Ltd’s Life Storage, Inc. LSI Stock Holding History

Capital Advisors Ltd’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	-162	Closed	-$22K	–	1541
2023 Q2	$22K	Buy	+162	New	+$21.6K	﹤0.01%	559
2023 Q1	–	Sell	-162	Closed	–	–	1645
2022 Q4	$0	Buy	162 +158	+3,950%	+$16.6K	﹤0.01%	1765
2022 Q3	$0	Buy	+4	New	+$491	﹤0.01%	1626
2022 Q2	–	Sell	-2	Closed	–	–	1427
2022 Q1	$0	Buy	+2	New	+$269	﹤0.01%	1295

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

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

Capital Advisors Ltd's LSI Position: Q3 2023 in Review

Capital Advisors Ltd sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 162 shares — an estimated $22K sold.

Capital Advisors Ltd first reported a position in LSI in Q1 2022 and held it in 4 quarters. The position peaked at $22K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Capital Advisors Ltd reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Capital Advisors Ltd sold 162 Life Storage, Inc. shares in Q3 2023, an estimated $22K.
Capital Advisors Ltd first reported a position in Life Storage, Inc. in Q1 2022 and held it in 4 quarters.
Capital Advisors Ltd's Life Storage, Inc. position peaked at $22K in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Capital Advisors Ltd's 13F filing for Q3 2023, filed 27 Oct 2023.