FGAM
LSI

Financial Gravity Asset Management’s Life Storage, Inc. LSI Stock Holding History

Financial Gravity Asset 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
-133
Closed -$133 – 1837
2023
Q2 		$133 Buy
133
+2
+2% +$266 ﹤0.01% 1257
2023
Q1 		$3 Buy
131
+32
+32% +$3.7K ﹤0.01% 974
2022
Q4 		$497 Sell
99
-1,677
-94% -$176K ﹤0.01% 803
2022
Q3 		$2.32K Buy
+1,776
New +$218K 0.08% 254
2019
Q4 		– Sell
-3
Closed – – 1767
2019
Q3 		$0 Sell
3
-33
-92% -$2.24K ﹤0.01% 1623
2019
Q2 		$2K Sell
36
-89
-71% -$5.71K ﹤0.01% 967
2019
Q1 		$8K Buy
+125
New +$8.01K 0.01% 611
2018
Q3 		$4K Sell
63
-39
-38% -$2.53K ﹤0.01% 812
2018
Q2 		$7K Sell
102
-614
-86% -$37.1K 0.01% 669
2018
Q1 		$42K Buy
+716
New +$39.1K 0.04% 357

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 $8.74B AUM 14.62% 1-Year Est. Return

Financial Gravity Asset Management's LSI Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 133 shares — an estimated $133 sold.

Financial Gravity Asset Management first reported a position in LSI in Q1 2018 and held it in 10 quarters. The position peaked at $42K in Q1 2018. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 133 Life Storage, Inc. shares in Q3 2023, an estimated $133.
  • Financial Gravity Asset Management first reported a position in Life Storage, Inc. in Q1 2018 and held it in 10 quarters.
  • Financial Gravity Asset Management's Life Storage, Inc. position peaked at $42K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.