PFO
LSI

Pathstone Family Office’s Life Storage, Inc. LSI Stock Holding History

Pathstone Family Office’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
-2,064
Closed -$261K – 1704
2023
Q2 		$261K Buy
+2,064
New +$275K ﹤0.01% 1027
2023
Q1 		– Sell
-2,041
Closed -$266K – 1559
2022
Q4 		$266K Buy
+2,041
New +$214K ﹤0.01% 1288

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 $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Pathstone Family Office's LSI Position: Q3 2023 in Review

Pathstone Family Office sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,064 shares — an estimated $261K sold.

Pathstone Family Office first reported a position in LSI in Q4 2022 and held it in 2 quarters. The position peaked at $266K in Q4 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Pathstone Family Office reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Pathstone Family Office sold 2,064 Life Storage, Inc. shares in Q3 2023, an estimated $261K.
  • Pathstone Family Office first reported a position in Life Storage, Inc. in Q4 2022 and held it in 2 quarters.
  • Pathstone Family Office's Life Storage, Inc. position peaked at $266K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.