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 $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

NewEdge Wealth's LSI Position: Q3 2023 in Review

NewEdge Wealth sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,839 shares — an estimated $245K sold.

NewEdge Wealth first reported a position in LSI in Q3 2022 and held it in 3 quarters. The position peaked at $245K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

NewEdge Wealth reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
NewEdge Wealth sold 1,839 Life Storage, Inc. shares in Q3 2023, an estimated $245K.
NewEdge Wealth first reported a position in Life Storage, Inc. in Q3 2022 and held it in 3 quarters.
NewEdge Wealth's Life Storage, Inc. position peaked at $245K in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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