FMP
LSI

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

Financial Management Professionals’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
-15
Closed -$2K – 1098
2023
Q2 		$2K Hold
15
– – ﹤0.01% 781
2023
Q1 		$2K Hold
15
– – ﹤0.01% 835
2022
Q4 		$1K Hold
15
– – ﹤0.01% 895
2022
Q3 		$2K Hold
15
– – ﹤0.01% 784
2022
Q2 		$2K Hold
15
– – ﹤0.01% 794
2022
Q1 		$2K Hold
15
– – ﹤0.01% 830
2021
Q4 		$2K Hold
15
– – ﹤0.01% 770
2021
Q3 		$2K Hold
15
– – ﹤0.01% 759
2021
Q2 		$2K Buy
+15
New +$1.48K ﹤0.01% 720

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

Financial Management Professionals's LSI Position: Q3 2023 in Review

Financial Management Professionals sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 15 shares — an estimated $2K sold.

Financial Management Professionals first reported a position in LSI in Q2 2021 and held it in 9 quarters. The position peaked at $2K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Financial Management Professionals reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Financial Management Professionals sold 15 Life Storage, Inc. shares in Q3 2023, an estimated $2K.
  • Financial Management Professionals first reported a position in Life Storage, Inc. in Q2 2021 and held it in 9 quarters.
  • Financial Management Professionals's Life Storage, Inc. position peaked at $2K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.