CWA Asset Management Group’s Life Storage, Inc. LSI Stock Holding History

CWA Asset Management Group’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	-3,090	Closed	-$411K	–	386
2023 Q2	$411K	Hold	3,090	–	–	0.03%	241
2023 Q1	$405K	Hold	3,090	–	–	0.03%	224
2022 Q4	$304K	Sell	3,090 -75	-2%	-$7.86K	0.02%	261
2022 Q3	$351K	Buy	3,165 +75	+2%	+$9.2K	0.03%	215
2022 Q2	$345K	Sell	3,090 -15	-0.5%	-$1.85K	0.03%	217
2022 Q1	$436K	Buy	3,105 +15	+0.5%	+$2.02K	0.03%	200
2021 Q4	$473K	Hold	3,090	–	–	0.04%	190
2021 Q3	$355K	Hold	3,090	–	–	0.03%	209
2021 Q2	$333K	Hold	3,090	–	–	0.03%	211
2021 Q1	$266K	Buy	+3,090	New	+$257K	0.02%	224

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

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

CWA Asset Management Group's LSI Position: Q3 2023 in Review

CWA Asset Management Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,090 shares — an estimated $411K sold.

CWA Asset Management Group first reported a position in LSI in Q1 2021 and held it in 10 quarters. The position peaked at $473K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

CWA Asset Management Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
CWA Asset Management Group sold 3,090 Life Storage, Inc. shares in Q3 2023, an estimated $411K.
CWA Asset Management Group first reported a position in Life Storage, Inc. in Q1 2021 and held it in 10 quarters.
CWA Asset Management Group's Life Storage, Inc. position peaked at $473K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on CWA Asset Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.