CA
LSI

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

Cetera 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
-3,110
Closed -$414K – 1819
2023
Q2 		$414K Buy
3,110
+74
+2% +$9.84K 0.01% 1155
2023
Q1 		$398K Buy
3,036
+38
+1% +$4.4K 0.01% 1137
2022
Q4 		$295K Buy
2,998
+104
+4% +$10.9K 0.01% 1244
2022
Q3 		$321K Hold
2,894
– – 0.01% 952
2022
Q2 		$323K Buy
2,894
+300
+12% +$37K 0.01% 1013
2022
Q1 		$364K Buy
2,594
+15
+0.6% +$2.02K 0.01% 1016
2021
Q4 		$395K Hold
2,579
– – 0.01% 988
2021
Q3 		$296K Hold
2,579
– – 0.01% 1112
2021
Q2 		$277K Buy
+2,579
New +$254K 0.01% 1088
2016
Q4 		– Sell
-3,402
Closed -$201K – 825
2016
Q3 		$201K Hold
3,402
– – 0.02% 680
2016
Q2 		$240K Buy
3,402
+90
+3% +$6.54K 0.02% 630
2016
Q1 		$260K Sell
3,312
-38
-1% -$2.77K 0.02% 562
2015
Q4 		$240K Buy
+3,350
New +$224K 0.02% 597

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

Cetera Advisors's LSI Position: Q3 2023 in Review

Cetera Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,110 shares — an estimated $414K sold.

Cetera Advisors first reported a position in LSI in Q4 2015 and held it in 13 quarters. The position peaked at $414K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Cetera Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Cetera Advisors sold 3,110 Life Storage, Inc. shares in Q3 2023, an estimated $414K.
  • Cetera Advisors first reported a position in Life Storage, Inc. in Q4 2015 and held it in 13 quarters.
  • Cetera Advisors's Life Storage, Inc. position peaked at $414K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Cetera Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.