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

CreativeOne 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 Q2	–	Sell	-2,150	Closed	-$282K	–	897
2023 Q1	$282K	Buy	+2,150	New	+$249K	0.01%	655

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CreativeOne Wealth's LSI Position: Q2 2023 in Review

CreativeOne Wealth sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 2,150 shares — an estimated $282K sold.

CreativeOne Wealth first reported a position in LSI in Q1 2023 and held it in 1 quarter. The position peaked at $282K in Q1 2023. 434 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

CreativeOne Wealth reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
CreativeOne Wealth sold 2,150 Life Storage, Inc. shares in Q2 2023, an estimated $282K.
CreativeOne Wealth first reported a position in Life Storage, Inc. in Q1 2023 and held it in 1 quarter.
CreativeOne Wealth's Life Storage, Inc. position peaked at $282K in Q1 2023.
434 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on CreativeOne Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.