Level Four Advisory Services’s Life Storage, Inc. LSI Stock Holding History

Level Four Advisory 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	-2,412	Closed	-$321K	–	881
2023 Q2	$321K	Sell	2,412 -892	-27%	-$119K	0.02%	601
2023 Q1	$433K	Buy	3,304 +950	+40%	+$110K	0.03%	462
2022 Q4	$232K	Hold	2,354	–	–	0.02%	582
2022 Q3	$261K	Sell	2,354 -9	-0.4%	-$1.1K	0.03%	453
2022 Q2	$264K	Buy	2,363 +9	+0.4%	+$1.11K	0.02%	471
2022 Q1	$331K	Hold	2,354	–	–	0.03%	492
2021 Q4	$361K	Buy	2,354 +82	+4%	+$11K	0.03%	476
2021 Q3	$261K	Sell	2,272 -82	-3%	-$9.75K	0.03%	411
2021 Q2	$253K	Buy	2,354 +1	+0%	+$98	0.02%	578
2021 Q1	$202K	Buy	+2,353	New	+$196K	0.02%	608

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 Four Advisory Services's LSI Position: Q3 2023 in Review

Level Four Advisory Services sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,412 shares — an estimated $321K sold.

Level Four Advisory Services first reported a position in LSI in Q1 2021 and held it in 10 quarters. The position peaked at $433K in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Level Four Advisory Services reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Level Four Advisory Services sold 2,412 Life Storage, Inc. shares in Q3 2023, an estimated $321K.
Level Four Advisory Services first reported a position in Life Storage, Inc. in Q1 2021 and held it in 10 quarters.
Level Four Advisory Services's Life Storage, Inc. position peaked at $433K in Q1 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Level Four Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.