Dakota Wealth Management
LSI

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

Dakota Wealth Management’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
-2,185
Closed -$286K – 682
2023
Q1 		$286K Buy
2,185
+43
+2% +$4.97K 0.02% 473
2022
Q4 		$211K Buy
+2,142
New +$224K 0.02% 537

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Dakota Wealth Management's LSI Position: Q2 2023 in Review

Dakota Wealth Management sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 2,185 shares — an estimated $286K sold.

Dakota Wealth Management first reported a position in LSI in Q4 2022 and held it in 2 quarters. The position peaked at $286K in Q1 2023. 433 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

  • Dakota Wealth Management reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 2,185 Life Storage, Inc. shares in Q2 2023, an estimated $286K.
  • Dakota Wealth Management first reported a position in Life Storage, Inc. in Q4 2022 and held it in 2 quarters.
  • Dakota Wealth Management's Life Storage, Inc. position peaked at $286K in Q1 2023.
  • 433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Dakota Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.