CAL
LSI

Capital Analysts LLC’s Life Storage, Inc. LSI Stock Holding History

Capital Analysts LLC’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
-226
Closed -$30K – 1205
2023
Q2 		$30K Buy
226
+2
+0.9% +$266 ﹤0.01% 661
2023
Q1 		$29K Sell
224
-37
-14% -$4.28K ﹤0.01% 667
2022
Q4 		$26K Buy
261
+2
+0.8% +$210 ﹤0.01% 716
2022
Q3 		$29K Buy
+259
New +$31.8K ﹤0.01% 664

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

Capital Analysts LLC's LSI Position: Q3 2023 in Review

Capital Analysts LLC sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 226 shares — an estimated $30K sold.

Capital Analysts LLC first reported a position in LSI in Q3 2022 and held it in 4 quarters. The position peaked at $30K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Capital Analysts LLC reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 226 Life Storage, Inc. shares in Q3 2023, an estimated $30K.
  • Capital Analysts LLC first reported a position in Life Storage, Inc. in Q3 2022 and held it in 4 quarters.
  • Capital Analysts LLC's Life Storage, Inc. position peaked at $30K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Capital Analysts LLC's 13F filing for Q3 2023, filed 13 Nov 2023.