Cetera Investment Advisers
LSI

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

Cetera Investment Advisers’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
-2,004
Closed -$267K – 2328
2023
Q2 		$267K Sell
2,004
-2,299
-53% -$306K ﹤0.01% 1822
2023
Q1 		$564K Sell
4,303
-110
-2% -$12.7K ﹤0.01% 1357
2022
Q4 		$435K Buy
4,413
+2,078
+89% +$218K ﹤0.01% 1454
2022
Q3 		$259K Sell
2,335
-978
-30% -$120K 0.01% 1367
2022
Q2 		$370K Sell
3,313
-15
-0.5% -$1.85K 0.01% 1286
2022
Q1 		$467K Buy
3,328
+174
+6% +$23.4K 0.01% 1204
2021
Q4 		$483K Sell
3,154
-135
-4% -$18K 0.01% 1201
2021
Q3 		$377K Buy
3,289
+754
+30% +$89.7K 0.01% 1302
2021
Q2 		$272K Buy
2,535
+18
+0.7% +$1.77K ﹤0.01% 1473
2021
Q1 		$216K Sell
2,517
-285
-10% -$23.7K ﹤0.01% 1428
2020
Q4 		$223K Buy
+2,802
New +$213K ﹤0.01% 1404

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

Cetera Investment Advisers's LSI Position: Q3 2023 in Review

Cetera Investment Advisers sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,004 shares — an estimated $267K sold.

Cetera Investment Advisers first reported a position in LSI in Q4 2020 and held it in 11 quarters. The position peaked at $564K in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Cetera Investment Advisers reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 2,004 Life Storage, Inc. shares in Q3 2023, an estimated $267K.
  • Cetera Investment Advisers first reported a position in Life Storage, Inc. in Q4 2020 and held it in 11 quarters.
  • Cetera Investment Advisers's Life Storage, Inc. position peaked at $564K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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