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	–	1100
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

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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