CFD
LSI

Creative Financial Designs’s Life Storage, Inc. LSI Stock Holding History

Creative Financial Designs’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
-75
Closed -$9.97K – 1560
2023
Q2 		$9.97K Buy
75
+30
+67% +$3.99K ﹤0.01% 1012
2023
Q1 		$5.9K Buy
+45
New +$5.21K ﹤0.01% 1073

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

Creative Financial Designs's LSI Position: Q3 2023 in Review

Creative Financial Designs sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 75 shares — an estimated $9.97K sold.

Creative Financial Designs first reported a position in LSI in Q1 2023 and held it in 2 quarters. The position peaked at $9.97K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Creative Financial Designs reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Creative Financial Designs sold 75 Life Storage, Inc. shares in Q3 2023, an estimated $9.97K.
  • Creative Financial Designs first reported a position in Life Storage, Inc. in Q1 2023 and held it in 2 quarters.
  • Creative Financial Designs's Life Storage, Inc. position peaked at $9.97K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.