JWCA
LSI

J.W. Coons Advisors’s Life Storage, Inc. LSI Stock Holding History

J.W. Coons Advisors’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
-4,637
Closed -$617K – 234
2023
Q2 		$617K Hold
4,637
– – 0.17% 127
2023
Q1 		$608K Sell
4,637
-185
-4% -$21.4K 0.17% 128
2022
Q4 		$475K Buy
4,822
+1,255
+35% +$131K 0.14% 144
2022
Q3 		$395K Sell
3,567
-205
-5% -$25.2K 0.15% 147
2022
Q2 		$419K Sell
3,772
-2,620
-41% -$323K 0.15% 155
2022
Q1 		$904K Sell
6,392
-88
-1% -$11.8K 0.27% 95
2021
Q4 		$992K Sell
6,480
-113
-2% -$15.1K 0.3% 83
2021
Q3 		$753K Buy
6,593
+289
+5% +$34.4K 0.26% 99
2021
Q2 		$672K Sell
6,304
-321
-5% -$31.6K 0.24% 110
2021
Q1 		$568K Buy
6,625
+154
+2% +$12.8K 0.2% 127
2020
Q4 		$516K Buy
6,471
+2,829
+78% +$215K 0.2% 122
2020
Q3 		$259K Buy
3,642
+67
+2% +$4.54K 0.11% 165
2020
Q2 		$222K Buy
+3,575
New +$222K 0.1% 180

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

J.W. Coons Advisors's LSI Position: Q3 2023 in Review

J.W. Coons Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,637 shares — an estimated $617K sold.

J.W. Coons Advisors first reported a position in LSI in Q2 2020 and held it in 13 quarters. The position peaked at $992K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • J.W. Coons Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • J.W. Coons Advisors sold 4,637 Life Storage, Inc. shares in Q3 2023, an estimated $617K.
  • J.W. Coons Advisors first reported a position in Life Storage, Inc. in Q2 2020 and held it in 13 quarters.
  • J.W. Coons Advisors's Life Storage, Inc. position peaked at $992K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on J.W. Coons Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.