Carson Wealth (CWM LLC)
LSI

Carson Wealth (CWM LLC)’s Life Storage, Inc. LSI Stock Holding History

Carson Wealth (CWM 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
-1,077
Closed -$143K – 4672
2023
Q2 		$143K Sell
1,077
-116
-10% -$15.4K ﹤0.01% 1389
2023
Q1 		$156K Buy
1,193
+157
+15% +$18.2K ﹤0.01% 1304
2022
Q4 		$102K Buy
1,036
+160
+18% +$16.8K ﹤0.01% 1375
2022
Q3 		$97K Buy
876
+194
+28% +$23.8K ﹤0.01% 1344
2022
Q2 		$76K Buy
682
+155
+29% +$19.1K ﹤0.01% 1432
2022
Q1 		$74K Sell
527
-102
-16% -$13.7K ﹤0.01% 1446
2021
Q4 		$96K Buy
+629
New +$84K ﹤0.01% 1311
2021
Q2 		$62K Hold
578
– – ﹤0.01% 1314
2021
Q1 		$62K Sell
578
-289
-33% -$24K ﹤0.01% 1314
2020
Q4 		$62K Hold
867
– – ﹤0.01% 1314
2020
Q3 		$62K Hold
867
– – ﹤0.01% 1314
2020
Q2 		$62K Hold
867
– – ﹤0.01% 1314
2020
Q1 		$62K Hold
867
– – ﹤0.01% 1314
2019
Q4 		$62K Hold
867
– – ﹤0.01% 1314
2019
Q3 		$62K Hold
867
– – ﹤0.01% 1314
2019
Q2 		$62K Hold
867
– – ﹤0.01% 1314
2019
Q1 		$62K Buy
+867
New +$55.6K ﹤0.01% 1314
2018
Q1 		– Sell
-36
Closed -$2K – 1566
2017
Q4 		$2K Sell
36
-14
-28% -$805 ﹤0.01% 1306
2017
Q3 		$3K Buy
+50
New +$2.51K ﹤0.01% 1240

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

Carson Wealth (CWM LLC)'s LSI Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,077 shares — an estimated $143K sold.

Carson Wealth (CWM LLC) first reported a position in LSI in Q3 2017 and held it in 19 quarters. The position peaked at $156K in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,077 Life Storage, Inc. shares in Q3 2023, an estimated $143K.
  • Carson Wealth (CWM LLC) first reported a position in Life Storage, Inc. in Q3 2017 and held it in 19 quarters.
  • Carson Wealth (CWM LLC)'s Life Storage, Inc. position peaked at $156K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.