High Net Worth Advisory Group’s Life Storage, Inc. LSI Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-821	Closed	-$80.8K	–	619
2022 Q4	$80.8K	Hold	821	–	–	0.03%	264
2022 Q3	$91K	Hold	821	–	–	0.04%	250
2022 Q2	$92K	Hold	821	–	–	0.04%	250
2022 Q1	$115K	Hold	821	–	–	0.04%	232
2021 Q4	$126K	Buy	+821	New	+$110K	0.04%	227

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return

High Net Worth Advisory Group's LSI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Life Storage, Inc. (LSI) in Q1 2023, closing a stake of 821 shares — an estimated $80.8K sold.

High Net Worth Advisory Group first reported a position in LSI in Q4 2021 and held it in 5 quarters. The position peaked at $126K in Q4 2021. 449 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

High Net Worth Advisory Group reported no remaining Life Storage, Inc. position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 821 Life Storage, Inc. shares in Q1 2023, an estimated $80.8K.
High Net Worth Advisory Group first reported a position in Life Storage, Inc. in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Life Storage, Inc. position peaked at $126K in Q4 2021.
449 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.