EWA
LSI

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

EverSource Wealth Advisors’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
-23
Closed -$3.06K – 2705
2023
Q2 		$3.06K Hold
23
– – ﹤0.01% 1916
2023
Q1 		$3.02K Buy
23
+4
+21% +$463 ﹤0.01% 1818
2022
Q4 		$1.87K Hold
19
– – ﹤0.01% 1926
2022
Q3 		$2K Buy
+19
New +$2.33K ﹤0.01% 1758

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

EverSource Wealth Advisors's LSI Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 23 shares — an estimated $3.06K sold.

EverSource Wealth Advisors first reported a position in LSI in Q3 2022 and held it in 4 quarters. The position peaked at $3.06K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 23 Life Storage, Inc. shares in Q3 2023, an estimated $3.06K.
  • EverSource Wealth Advisors first reported a position in Life Storage, Inc. in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's Life Storage, Inc. position peaked at $3.06K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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