KFI
LSI

Key Financial Inc’s Life Storage, Inc. LSI Stock Holding History

Key Financial Inc’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
-33
Closed -$4.39K – 1412
2023
Q2 		$4.39K Buy
+33
New +$4.39K ﹤0.01% 976

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

Key Financial Inc's LSI Position: Q3 2023 in Review

Key Financial Inc sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 33 shares — an estimated $4.39K sold.

Key Financial Inc first reported a position in LSI in Q2 2023 and held it in 1 quarter. The position peaked at $4.39K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Key Financial Inc reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Key Financial Inc sold 33 Life Storage, Inc. shares in Q3 2023, an estimated $4.39K.
  • Key Financial Inc first reported a position in Life Storage, Inc. in Q2 2023 and held it in 1 quarter.
  • Key Financial Inc's Life Storage, Inc. position peaked at $4.39K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.