CFGS
LSI

Concourse Financial Group Securities’s Life Storage, Inc. LSI Stock Holding History

Concourse Financial Group Securities’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
-292
Closed -$38.8K – 2455
2023
Q2 		$38.8K Sell
292
-78
-21% -$10.4K ﹤0.01% 1191
2023
Q1 		$48.5K Buy
370
+3
+0.8% +$347 ﹤0.01% 1107
2022
Q4 		$36.1K Sell
367
-69
-16% -$7.23K ﹤0.01% 1216
2022
Q3 		$48K Sell
436
-114
-21% -$14K ﹤0.01% 966
2022
Q2 		$61K Sell
550
-84
-13% -$10.4K 0.01% 1010
2022
Q1 		$89K Buy
634
+29
+5% +$3.9K 0.01% 917
2021
Q4 		$93K Buy
605
+78
+15% +$10.4K 0.01% 1037
2021
Q3 		$60K Buy
527
+141
+37% +$16.8K ﹤0.01% 1235
2021
Q2 		$41K Buy
386
+15
+4% +$1.48K ﹤0.01% 1396
2021
Q1 		$32K Sell
371
-49
-12% -$4.07K ﹤0.01% 1406
2020
Q4 		$33K Sell
420
-24
-5% -$1.83K ﹤0.01% 1292
2020
Q3 		$31K Buy
444
+300
+208% +$20.3K ﹤0.01% 1229
2020
Q2 		$9K Buy
144
+57
+66% +$3.54K ﹤0.01% 1535
2020
Q1 		$5K Buy
+87
New +$6.22K ﹤0.01% 1689

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

Concourse Financial Group Securities's LSI Position: Q3 2023 in Review

Concourse Financial Group Securities sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 292 shares — an estimated $38.8K sold.

Concourse Financial Group Securities first reported a position in LSI in Q1 2020 and held it in 14 quarters. The position peaked at $93K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Concourse Financial Group Securities reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 292 Life Storage, Inc. shares in Q3 2023, an estimated $38.8K.
  • Concourse Financial Group Securities first reported a position in Life Storage, Inc. in Q1 2020 and held it in 14 quarters.
  • Concourse Financial Group Securities's Life Storage, Inc. position peaked at $93K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Concourse Financial Group Securities's 13F filing for Q3 2023, filed 25 Oct 2023.