KI
LSI

Kapitalo Investimentos’s Life Storage, Inc. LSI Stock Holding History

Kapitalo Investimentos’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
-3,649
Closed -$485K – 722
2023
Q2 		$485K Buy
+3,649
New +$485K 0.09% 98

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 $9.54B AUM 19.86% 1-Year Est. Return

Kapitalo Investimentos's LSI Position: Q3 2023 in Review

Kapitalo Investimentos sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,649 shares — an estimated $485K sold.

Kapitalo Investimentos first reported a position in LSI in Q2 2023 and held it in 1 quarter. The position peaked at $485K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Kapitalo Investimentos reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,649 Life Storage, Inc. shares in Q3 2023, an estimated $485K.
  • Kapitalo Investimentos first reported a position in Life Storage, Inc. in Q2 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Life Storage, Inc. position peaked at $485K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.