PA
LSI

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

Parallel 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
-260
Closed -$34.6K – 3540
2023
Q2 		$34.6K Buy
260
+2
+0.8% +$266 ﹤0.01% 1584
2023
Q1 		$33.9K Buy
258
+22
+9% +$2.54K ﹤0.01% 1575
2022
Q4 		$23.3K Sell
236
-80
-25% -$8.38K ﹤0.01% 1647
2022
Q3 		$35K Sell
316
-41
-11% -$5.03K ﹤0.01% 1424
2022
Q2 		$40K Sell
357
-123
-26% -$15.2K ﹤0.01% 1367
2022
Q1 		$68K Sell
480
-71
-13% -$9.56K ﹤0.01% 1152
2021
Q4 		$84K Buy
551
+87
+19% +$11.6K ﹤0.01% 1082
2021
Q3 		$53K Buy
464
+156
+51% +$18.6K ﹤0.01% 1264
2021
Q2 		$33K Buy
308
+86
+39% +$8.46K ﹤0.01% 1443
2021
Q1 		$19K Buy
222
+172
+344% +$14.3K ﹤0.01% 1626
2020
Q4 		$4K Buy
50
+26
+108% +$1.98K ﹤0.01% 2155
2020
Q3 		$2K Hold
24
– – ﹤0.01% 2375
2020
Q2 		$1K Sell
24
-117
-83% -$7.26K ﹤0.01% 2400
2020
Q1 		$8K Sell
141
-23
-14% -$1.64K ﹤0.01% 1748
2019
Q4 		$12K Buy
164
+122
+290% +$8.72K ﹤0.01% 1658
2019
Q3 		$3K Buy
42
+18
+75% +$1.22K ﹤0.01% 2110
2019
Q2 		$2K Hold
24
– – ﹤0.01% 2144
2019
Q1 		$2K Hold
24
– – ﹤0.01% 2128
2018
Q4 		$1K Sell
24
-23
-49% -$1.46K ﹤0.01% 2081
2018
Q3 		$3K Buy
47
+23
+96% +$1.49K ﹤0.01% 1954
2018
Q2 		$1K Hold
24
– – ﹤0.01% 2039
2018
Q1 		$1K Hold
24
– – ﹤0.01% 2030
2017
Q4 		$1K Hold
24
– – ﹤0.01% 2028
2017
Q3 		$1K Sell
24
-15
-38% -$753 ﹤0.01% 2035
2017
Q2 		$2K Sell
39
-42
-52% -$2.18K ﹤0.01% 1924
2017
Q1 		$4K Buy
+81
New +$4.54K ﹤0.01% 1615

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

Parallel Advisors's LSI Position: Q3 2023 in Review

Parallel Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 260 shares — an estimated $34.6K sold.

Parallel Advisors first reported a position in LSI in Q1 2017 and held it in 26 quarters. The position peaked at $84K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Parallel Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Parallel Advisors sold 260 Life Storage, Inc. shares in Q3 2023, an estimated $34.6K.
  • Parallel Advisors first reported a position in Life Storage, Inc. in Q1 2017 and held it in 26 quarters.
  • Parallel Advisors's Life Storage, Inc. position peaked at $84K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Parallel Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.