First Citizens Bank & Trust’s Life Storage, Inc. LSI Stock Holding History

First Citizens Bank & Trust’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	-1,608	Closed	-$214K	–	367
2023 Q2	$214K	Hold	1,608	–	–	﹤0.01%	336
2023 Q1	$211K	Buy	+1,608	New	+$186K	﹤0.01%	317
2022 Q2	–	Sell	-1,608	Closed	-$226K	–	462
2022 Q1	$226K	Hold	1,608	–	–	0.01%	383
2021 Q4	$246K	Buy	+1,608	New	+$215K	0.01%	356

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

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

First Citizens Bank & Trust's LSI Position: Q3 2023 in Review

First Citizens Bank & Trust sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,608 shares — an estimated $214K sold.

First Citizens Bank & Trust first reported a position in LSI in Q4 2021 and held it in 4 quarters. The position peaked at $246K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

First Citizens Bank & Trust reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
First Citizens Bank & Trust sold 1,608 Life Storage, Inc. shares in Q3 2023, an estimated $214K.
First Citizens Bank & Trust first reported a position in Life Storage, Inc. in Q4 2021 and held it in 4 quarters.
First Citizens Bank & Trust's Life Storage, Inc. position peaked at $246K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on First Citizens Bank & Trust's 13F filing for Q3 2023, filed 30 Oct 2023.