JWM
LSI

Janiczek Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Janiczek Wealth Management’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
-70
Closed -$9.31K – 1081
2023
Q2 		$9.31K Sell
70
-10
-13% -$1.33K ﹤0.01% 578
2023
Q1 		$11K Hold
80
– – ﹤0.01% 553
2022
Q4 		$8.28K Sell
80
-23
-22% -$2.41K ﹤0.01% 596
2022
Q3 		$11K Hold
103
– – ﹤0.01% 538
2022
Q2 		$13K Sell
103
-7
-6% -$864 ﹤0.01% 539
2022
Q1 		$15K Buy
110
+36
+49% +$4.85K ﹤0.01% 512
2021
Q4 		$11K Hold
74
– – ﹤0.01% 586
2021
Q3 		$8K Hold
74
– – ﹤0.01% 623
2021
Q2 		$8K Hold
74
– – ﹤0.01% 595
2021
Q1 		$6K Sell
74
-1
-1% -$83 ﹤0.01% 629
2020
Q4 		$6K Buy
75
+28
+60% +$2.13K ﹤0.01% 574
2020
Q3 		$3K Buy
+47
New +$3.19K ﹤0.01% 487

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

Janiczek Wealth Management's LSI Position: Q3 2023 in Review

Janiczek Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 70 shares — an estimated $9.31K sold.

Janiczek Wealth Management first reported a position in LSI in Q3 2020 and held it in 12 quarters. The position peaked at $15K in Q1 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Janiczek Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 70 Life Storage, Inc. shares in Q3 2023, an estimated $9.31K.
  • Janiczek Wealth Management first reported a position in Life Storage, Inc. in Q3 2020 and held it in 12 quarters.
  • Janiczek Wealth Management's Life Storage, Inc. position peaked at $15K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Janiczek Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.