CP
LSI

Castleview Partners’s Life Storage, Inc. LSI Stock Holding History

Castleview Partners’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
Closed -$1.46K – 780
2023
Q2 		$1.46K Buy
11
+4
+57% +$532 ﹤0.01% 603
2023
Q1 		$918 Buy
+7
New +$810 ﹤0.01% 617

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 $9.54B AUM 19.86% 1-Year Est. Return

Castleview Partners's LSI Position: Q3 2023 in Review

Castleview Partners sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 11 shares — an estimated $1.46K sold.

Castleview Partners first reported a position in LSI in Q1 2023 and held it in 2 quarters. The position peaked at $1.46K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Castleview Partners reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 11 Life Storage, Inc. shares in Q3 2023, an estimated $1.46K.
  • Castleview Partners first reported a position in Life Storage, Inc. in Q1 2023 and held it in 2 quarters.
  • Castleview Partners's Life Storage, Inc. position peaked at $1.46K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.