CWM
LSI

Castle Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-182
Closed -$20K – 699
2022
Q3 		$20K Hold
182
– – 0.01% 329
2022
Q2 		$20K Buy
+182
New +$22.5K 0.01% 316

Other funds holding LSI

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Castle Wealth Management's LSI Position: Q4 2022 in Review

Castle Wealth Management sold out of Life Storage, Inc. (LSI) in Q4 2022, closing a stake of 182 shares — an estimated $20K sold.

Castle Wealth Management first reported a position in LSI in Q2 2022 and held it in 2 quarters. The position peaked at $20K in Q3 2022. 433 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

  • Castle Wealth Management reported no remaining Life Storage, Inc. position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 182 Life Storage, Inc. shares in Q4 2022, an estimated $20K.
  • Castle Wealth Management first reported a position in Life Storage, Inc. in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Life Storage, Inc. position peaked at $20K in Q3 2022.
  • 433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.