EWM
LSI

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

Empirical 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
Q3 		– Sell
-2,640
Closed -$351K – 502
2023
Q2 		$351K Buy
+2,640
New +$351K 0.01% 354

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 $9.54B AUM 19.86% 1-Year Est. Return

Empirical Wealth Management's LSI Position: Q3 2023 in Review

Empirical Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,640 shares — an estimated $351K sold.

Empirical Wealth Management first reported a position in LSI in Q2 2023 and held it in 1 quarter. The position peaked at $351K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Empirical Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 2,640 Life Storage, Inc. shares in Q3 2023, an estimated $351K.
  • Empirical Wealth Management first reported a position in Life Storage, Inc. in Q2 2023 and held it in 1 quarter.
  • Empirical Wealth Management's Life Storage, Inc. position peaked at $351K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Empirical Wealth Management's 13F filing for Q3 2023, filed 3 Nov 2023.