FA
LSI

Fiduciary Alliance’s Life Storage, Inc. LSI Stock Holding History

Fiduciary Alliance’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
-7
Closed -$931 – 1006
2023
Q2 		$931 Buy
+7
New +$931 ﹤0.01% 871

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

Fiduciary Alliance's LSI Position: Q3 2023 in Review

Fiduciary Alliance sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 7 shares — an estimated $931 sold.

Fiduciary Alliance first reported a position in LSI in Q2 2023 and held it in 1 quarter. The position peaked at $931 in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Fiduciary Alliance reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 7 Life Storage, Inc. shares in Q3 2023, an estimated $931.
  • Fiduciary Alliance first reported a position in Life Storage, Inc. in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's Life Storage, Inc. position peaked at $931 in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.