Corient Private Wealth
LSI

Corient Private Wealth’s Life Storage, Inc. LSI Stock Holding History

Corient Private Wealth’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
-1,771
Closed -$235K – 2271
2023
Q2 		$235K Buy
1,771
+181
+11% +$24.1K ﹤0.01% 1805
2023
Q1 		$208K Buy
+1,590
New +$184K ﹤0.01% 1787

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

Corient Private Wealth's LSI Position: Q3 2023 in Review

Corient Private Wealth sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,771 shares — an estimated $235K sold.

Corient Private Wealth first reported a position in LSI in Q1 2023 and held it in 2 quarters. The position peaked at $235K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Corient Private Wealth reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Corient Private Wealth sold 1,771 Life Storage, Inc. shares in Q3 2023, an estimated $235K.
  • Corient Private Wealth first reported a position in Life Storage, Inc. in Q1 2023 and held it in 2 quarters.
  • Corient Private Wealth's Life Storage, Inc. position peaked at $235K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Corient Private Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.