HWMA
LSI

Heritage Wealth Management (Arizona)’s Life Storage, Inc. LSI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$3.15K Buy
32
+16
+100% +$1.68K ﹤0.01% 933
2022
Q3 		$2K Buy
+16
New +$1.96K ﹤0.01% 911

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LSI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Life Storage, Inc. (LSI) stake by 100% in Q4 2022, buying an estimated $1.68K and bringing the position to 32 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Heritage Wealth Management (Arizona) first reported a position in LSI in Q3 2022 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 32 shares of Life Storage, Inc. worth $3.15K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 16 Life Storage, Inc. shares in Q4 2022, an estimated $1.68K.
  • Life Storage, Inc. made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #933 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Life Storage, Inc. in Q3 2022 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.