Fieldpoint Private Securities’s Life Storage, Inc. LSI Stock Holding History

Fieldpoint Private Securities’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
2022 Q2	$2K	Sell	20 -79	-80%	-$9.75K	﹤0.01%	1270
2022 Q1	$14K	Hold	99	–	–	﹤0.01%	995
2021 Q4	$15K	Buy	99 +10	+11%	+$1.34K	﹤0.01%	972
2021 Q3	$10K	Hold	89	–	–	﹤0.01%	1063
2021 Q2	$11K	Hold	89	–	–	﹤0.01%	1001
2021 Q1	$8K	Sell	89 -1	-1%	-$83	﹤0.01%	1081
2020 Q4	$7K	Buy	+90	New	+$6.85K	﹤0.01%	1044

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fieldpoint Private Securities's LSI Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Life Storage, Inc. (LSI) stake by 80% in Q2 2022, selling an estimated $9.75K and leaving 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Fieldpoint Private Securities first reported a position in LSI in Q4 2020 and has held it in 7 quarters since. The position peaked at $15K in Q4 2021. 396 funds tracked by Wall St. Rank hold LSI as of Q2 2022.

Fieldpoint Private Securities held 20 shares of Life Storage, Inc. worth $2K as of Q2 2022.
Fieldpoint Private Securities sold 79 Life Storage, Inc. shares in Q2 2022, an estimated $9.75K.
Life Storage, Inc. made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1270 holding.
Fieldpoint Private Securities first reported a position in Life Storage, Inc. in Q4 2020 and has held it in 7 quarters since.
Fieldpoint Private Securities's Life Storage, Inc. position peaked at $15K in Q4 2021.
396 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.