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

Level Financial 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	-13	Closed	-$1.74K	–	301
2023 Q2	$1.74K	Hold	13	–	–	﹤0.01%	252
2023 Q1	$1.71K	Hold	13	–	–	﹤0.01%	217
2022 Q4	$1K	Hold	13	–	–	﹤0.01%	274
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	244
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	297
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	217
2021 Q4	$2K	Buy	+13	New	+$1.74K	﹤0.01%	245

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

Level Financial Advisors's LSI Position: Q3 2023 in Review

Level Financial Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 13 shares — an estimated $1.74K sold.

Level Financial Advisors first reported a position in LSI in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q1 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Level Financial Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Level Financial Advisors sold 13 Life Storage, Inc. shares in Q3 2023, an estimated $1.74K.
Level Financial Advisors first reported a position in Life Storage, Inc. in Q4 2021 and held it in 7 quarters.
Level Financial Advisors's Life Storage, Inc. position peaked at $2K in Q1 2022.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Level Financial Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.