CA
LSI

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

Clearstead 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
-153
Closed -$20.3K – 1583
2023
Q2 		$20.3K Hold
153
– – ﹤0.01% 893
2023
Q1 		$20.1K Hold
153
– – ﹤0.01% 854
2022
Q4 		$15.1K Hold
153
– – ﹤0.01% 846
2022
Q3 		$17K Hold
153
– – ﹤0.01% 804
2022
Q2 		$17K Hold
153
– – ﹤0.01% 840
2022
Q1 		$21K Hold
153
– – ﹤0.01% 867
2021
Q4 		$23K Hold
153
– – ﹤0.01% 798
2021
Q3 		$18K Hold
153
– – ﹤0.01% 854
2021
Q2 		$16K Hold
153
– – ﹤0.01% 742
2021
Q1 		$13K Hold
153
– – ﹤0.01% 751
2020
Q4 		$12K Buy
+153
New +$11.7K ﹤0.01% 706

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 $8.74B AUM 14.62% 1-Year Est. Return

Clearstead Advisors's LSI Position: Q3 2023 in Review

Clearstead Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 153 shares — an estimated $20.3K sold.

Clearstead Advisors first reported a position in LSI in Q4 2020 and held it in 11 quarters. The position peaked at $23K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Clearstead Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Clearstead Advisors sold 153 Life Storage, Inc. shares in Q3 2023, an estimated $20.3K.
  • Clearstead Advisors first reported a position in Life Storage, Inc. in Q4 2020 and held it in 11 quarters.
  • Clearstead Advisors's Life Storage, Inc. position peaked at $23K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.