PMFA
LSI

Plante Moran Financial Advisors’s Life Storage, Inc. LSI Stock Holding History

Plante Moran Financial 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
-57
Closed -$7.58K – 873
2023
Q2 		$7.58K Hold
57
– – ﹤0.01% 585
2023
Q1 		$7.47K Hold
57
– – ﹤0.01% 602
2022
Q4 		$5.62K Hold
57
– – ﹤0.01% 663
2022
Q3 		$6K Hold
57
– – ﹤0.01% 681
2022
Q2 		$6K Hold
57
– – ﹤0.01% 699
2022
Q1 		$8K Hold
57
– – ﹤0.01% 630
2021
Q4 		$9K Hold
57
– – ﹤0.01% 709
2021
Q3 		$7K Hold
57
– – ﹤0.01% 750
2021
Q2 		$6K Buy
+57
New +$5.61K ﹤0.01% 771

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
IA
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

Plante Moran Financial Advisors's LSI Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 57 shares — an estimated $7.58K sold.

Plante Moran Financial Advisors first reported a position in LSI in Q2 2021 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 57 Life Storage, Inc. shares in Q3 2023, an estimated $7.58K.
  • Plante Moran Financial Advisors first reported a position in Life Storage, Inc. in Q2 2021 and held it in 9 quarters.
  • Plante Moran Financial Advisors's Life Storage, Inc. position peaked at $9K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.