GWS
LSI

Glassman Wealth Services’s Life Storage, Inc. LSI Stock Holding History

Glassman Wealth Services’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
-35
Closed -$4.65K – 2094
2023
Q2 		$4.65K Hold
35
– – ﹤0.01% 1016
2023
Q1 		$4.59K Hold
35
– – ﹤0.01% 1025
2022
Q4 		$3.45K Sell
35
-16
-31% -$1.68K ﹤0.01% 1127
2022
Q3 		$6K Hold
51
– – ﹤0.01% 971
2022
Q2 		$6K Buy
51
+15
+42% +$1.85K ﹤0.01% 981
2022
Q1 		$5K Buy
36
+3
+9% +$404 ﹤0.01% 1027
2021
Q4 		$5K Hold
33
– – ﹤0.01% 1015
2021
Q3 		$4K Hold
33
– – ﹤0.01% 1043
2021
Q2 		$4K Hold
33
– – ﹤0.01% 1016
2021
Q1 		$3K Sell
33
-12
-27% -$998 ﹤0.01% 1041
2020
Q4 		$4K Hold
45
– – ﹤0.01% 934
2020
Q3 		$3K Buy
45
+12
+36% +$813 ﹤0.01% 942
2020
Q2 		$2K Hold
33
– – ﹤0.01% 927
2020
Q1 		$2K Buy
33
+19
+136% +$1.36K ﹤0.01% 775
2019
Q4 		$1K Hold
14
– – ﹤0.01% 1097
2019
Q3 		$1K Hold
14
– – ﹤0.01% 970
2019
Q2 		$1K Hold
14
– – ﹤0.01% 979
2019
Q1 		$1K Buy
+14
New +$897 ﹤0.01% 945

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

Glassman Wealth Services's LSI Position: Q3 2023 in Review

Glassman Wealth Services sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 35 shares — an estimated $4.65K sold.

Glassman Wealth Services first reported a position in LSI in Q1 2019 and held it in 18 quarters. The position peaked at $6K in Q3 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Glassman Wealth Services reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 35 Life Storage, Inc. shares in Q3 2023, an estimated $4.65K.
  • Glassman Wealth Services first reported a position in Life Storage, Inc. in Q1 2019 and held it in 18 quarters.
  • Glassman Wealth Services's Life Storage, Inc. position peaked at $6K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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