Prestige Wealth Management Group’s Life Storage, Inc. LSI Stock Holding History

Prestige Wealth Management Group’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	-18	Closed	-$2.39K	–	1099
2023 Q2	$2.39K	Hold	18	–	–	﹤0.01%	732
2023 Q1	$2.36K	Hold	18	–	–	﹤0.01%	718
2022 Q4	$1.77K	Hold	18	–	–	﹤0.01%	859
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	796
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	812
2022 Q1	$3K	Hold	18	–	–	﹤0.01%	743
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	760
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	844
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	844
2021 Q1	$2K	Hold	18	–	–	﹤0.01%	840
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	918
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	862
2020 Q2	$1K	Sell	18 -8	-31%	-$496	﹤0.01%	869
2020 Q1	$2K	Buy	+26	New	+$1.86K	﹤0.01%	698
2019 Q1	–	Sell	-18	Closed	-$1K	–	1198
2018 Q4	$1K	Buy	+18	New	+$1.14K	﹤0.01%	1166

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

Prestige Wealth Management Group's LSI Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 18 shares — an estimated $2.39K sold.

Prestige Wealth Management Group first reported a position in LSI in Q4 2018 and held it in 15 quarters. The position peaked at $3K in Q1 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Prestige Wealth Management Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 18 Life Storage, Inc. shares in Q3 2023, an estimated $2.39K.
Prestige Wealth Management Group first reported a position in Life Storage, Inc. in Q4 2018 and held it in 15 quarters.
Prestige Wealth Management Group's Life Storage, Inc. position peaked at $3K in Q1 2022.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.