CAPTRUST Financial Advisors’s Life Storage, Inc. LSI Stock Holding History

CAPTRUST Financial 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	-11,894	Closed	-$1.58M	–	2767
2023 Q2	$1.58M	Buy	11,894 +395	+3%	+$52.5K	0.01%	931
2023 Q1	$1.51M	Sell	11,499 -634	-5%	-$73.3K	0.01%	843
2022 Q4	$1.2M	Sell	12,133 -392	-3%	-$41.1K	0.01%	890
2022 Q3	$1.39M	Buy	+12,525	New	+$1.54M	0.01%	795
2020 Q1	–	Sell	-7,875	Closed	-$568K	–	1434
2019 Q4	$568K	Buy	+7,875	New	+$563K	0.01%	649

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

CAPTRUST Financial Advisors's LSI Position: Q3 2023 in Review

CAPTRUST Financial Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 11,894 shares — an estimated $1.58M sold.

CAPTRUST Financial Advisors first reported a position in LSI in Q4 2019 and held it in 5 quarters. The position peaked at $1.58M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

CAPTRUST Financial Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
CAPTRUST Financial Advisors sold 11,894 Life Storage, Inc. shares in Q3 2023, an estimated $1.58M.
CAPTRUST Financial Advisors first reported a position in Life Storage, Inc. in Q4 2019 and held it in 5 quarters.
CAPTRUST Financial Advisors's Life Storage, Inc. position peaked at $1.58M in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.