CFO
LSI

CVA Family Office’s Life Storage, Inc. LSI Stock Holding History

CVA Family Office’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
-25
Closed -$3.32K – 1010
2023
Q2 		$3.32K Hold
25
– – ﹤0.01% 850
2023
Q1 		$3.28K Buy
25
+20
+400% +$2.31K ﹤0.01% 820
2022
Q4 		$493 Buy
+5
New +$524 ﹤0.01% 904

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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

CVA Family Office's LSI Position: Q3 2023 in Review

CVA Family Office sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 25 shares — an estimated $3.32K sold.

CVA Family Office first reported a position in LSI in Q4 2022 and held it in 3 quarters. The position peaked at $3.32K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • CVA Family Office reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • CVA Family Office sold 25 Life Storage, Inc. shares in Q3 2023, an estimated $3.32K.
  • CVA Family Office first reported a position in Life Storage, Inc. in Q4 2022 and held it in 3 quarters.
  • CVA Family Office's Life Storage, Inc. position peaked at $3.32K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on CVA Family Office's 13F filing for Q3 2023, filed 11 Oct 2023.