NW
LSI

NewEdge Wealth’s Life Storage, Inc. LSI Stock Holding History

NewEdge Wealth’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
-1,839
Closed -$245K – 683
2023
Q2 		$245K Sell
1,839
-24
-1% -$3.19K 0.01% 570
2023
Q1 		$244K Buy
+1,863
New +$216K 0.01% 545
2022
Q4 		– Sell
-1,836
Closed -$203K – 576
2022
Q3 		$203K Buy
+1,836
New +$225K 0.01% 493

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return