GWP
LSI

Gateway Wealth Partners’s Life Storage, Inc. LSI Stock Holding History

Gateway Wealth Partners’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
-1,627
Closed -$216K – 273
2023
Q2 		$216K Sell
1,627
-75
-4% -$9.98K 0.04% 225
2023
Q1 		$223K Buy
+1,702
New +$197K 0.03% 203

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

Gateway Wealth Partners's LSI Position: Q3 2023 in Review

Gateway Wealth Partners sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,627 shares — an estimated $216K sold.

Gateway Wealth Partners first reported a position in LSI in Q1 2023 and held it in 2 quarters. The position peaked at $223K in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Gateway Wealth Partners reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 1,627 Life Storage, Inc. shares in Q3 2023, an estimated $216K.
  • Gateway Wealth Partners first reported a position in Life Storage, Inc. in Q1 2023 and held it in 2 quarters.
  • Gateway Wealth Partners's Life Storage, Inc. position peaked at $223K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Gateway Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.