Kestra Private Wealth Services’s Life Storage, Inc. LSI Stock Holding History

Kestra Private Wealth Services’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	-2,114	Closed	-$281K	–	1223
2023 Q2	$281K	Buy	2,114 +4	+0.2%	+$532	0.01%	843
2023 Q1	$277K	Sell	2,110 -71	-3%	-$8.21K	0.01%	819
2022 Q4	$215K	Sell	2,181 -146	-6%	-$15.3K	0.01%	781
2022 Q3	$258K	Buy	2,327 +3	+0.1%	+$368	0.01%	696
2022 Q2	$260K	Buy	2,324 +2	+0.1%	+$247	0.01%	703
2022 Q1	$326K	Buy	+2,322	New	+$313K	0.02%	713

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

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

Kestra Private Wealth Services's LSI Position: Q3 2023 in Review

Kestra Private Wealth Services sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,114 shares — an estimated $281K sold.

Kestra Private Wealth Services first reported a position in LSI in Q1 2022 and held it in 6 quarters. The position peaked at $326K in Q1 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Kestra Private Wealth Services reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Kestra Private Wealth Services sold 2,114 Life Storage, Inc. shares in Q3 2023, an estimated $281K.
Kestra Private Wealth Services first reported a position in Life Storage, Inc. in Q1 2022 and held it in 6 quarters.
Kestra Private Wealth Services's Life Storage, Inc. position peaked at $326K in Q1 2022.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Kestra Private Wealth Services's 13F filing for Q3 2023, filed 8 Nov 2023.