PTC
LSI

Private Trust Company’s Life Storage, Inc. LSI Stock Holding History

Private Trust Company’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
-3
Closed -$399 – 2410
2023
Q2 		$399 Sell
3
-128
-98% -$17K ﹤0.01% 2228
2023
Q1 		$17.2K Sell
131
-3
-2% -$347 ﹤0.01% 1393
2022
Q4 		$13K Buy
134
+18
+16% +$1.89K ﹤0.01% 1474
2022
Q3 		$13K Sell
116
-23
-17% -$2.82K ﹤0.01% 1368
2022
Q2 		$16K Buy
+139
New +$17.2K ﹤0.01% 1322
2014
Q4 		– Sell
-21
Closed -$1K – 1268
2014
Q3 		$1K Hold
21
– – ﹤0.01% 1817
2014
Q2 		$1K Hold
21
– – ﹤0.01% 1833
2014
Q1 		$1K Sell
21
-9
-30% -$420 ﹤0.01% 1708
2013
Q4 		$1K Buy
30
+10
+50% +$471 ﹤0.01% 1681
2013
Q3 		$1K Buy
+20
New +$938 ﹤0.01% 1623

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

Private Trust Company's LSI Position: Q3 2023 in Review

Private Trust Company sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3 shares — an estimated $399 sold.

Private Trust Company first reported a position in LSI in Q3 2013 and held it in 10 quarters. The position peaked at $17.2K in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Private Trust Company reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Private Trust Company sold 3 Life Storage, Inc. shares in Q3 2023, an estimated $399.
  • Private Trust Company first reported a position in Life Storage, Inc. in Q3 2013 and held it in 10 quarters.
  • Private Trust Company's Life Storage, Inc. position peaked at $17.2K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Private Trust Company's 13F filing for Q3 2023, filed 18 Oct 2023.