GRP
LSI

Global Retirement Partners’s Life Storage, Inc. LSI Stock Holding History

Global Retirement 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
-96
Closed -$12.8K – 3373
2023
Q2 		$12.8K Hold
96
– – ﹤0.01% 1873
2023
Q1 		$12.5K Buy
96
+32
+50% +$3.7K ﹤0.01% 1834
2022
Q4 		$6.3K Buy
64
+50
+357% +$5.24K ﹤0.01% 1947
2022
Q3 		$2K Sell
14
-2
-13% -$245 ﹤0.01% 2354
2022
Q2 		$2K Buy
16
+14
+700% +$1.73K ﹤0.01% 2314
2022
Q1 		$0 Buy
+2
New +$269 ﹤0.01% 2835
2019
Q2 		– Sell
-48
Closed -$3K – 1736
2019
Q1 		$3K Buy
+48
New +$3.08K ﹤0.01% 1370

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

Global Retirement Partners's LSI Position: Q3 2023 in Review

Global Retirement Partners sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 96 shares — an estimated $12.8K sold.

Global Retirement Partners first reported a position in LSI in Q1 2019 and held it in 7 quarters. The position peaked at $12.8K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Global Retirement Partners reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 96 Life Storage, Inc. shares in Q3 2023, an estimated $12.8K.
  • Global Retirement Partners first reported a position in Life Storage, Inc. in Q1 2019 and held it in 7 quarters.
  • Global Retirement Partners's Life Storage, Inc. position peaked at $12.8K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.