RJFSA
LSI

Raymond James Financial Services Advisors’s Life Storage, Inc. LSI Stock Holding History

Raymond James Financial Services 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
-3,169
Closed -$421K – 3384
2023
Q2 		$421K Sell
3,169
-436
-12% -$58K ﹤0.01% 2449
2023
Q1 		$473K Sell
3,605
-268
-7% -$31K ﹤0.01% 2376
2022
Q4 		$381K Sell
3,873
-203
-5% -$21.3K ﹤0.01% 2423
2022
Q3 		$451K Sell
4,076
-622
-13% -$76.3K ﹤0.01% 2306
2022
Q2 		$525K Sell
4,698
-3,427
-42% -$423K ﹤0.01% 2243
2022
Q1 		$1.14M Buy
8,125
+4,365
+116% +$588K ﹤0.01% 1860
2021
Q4 		$576K Sell
3,760
-289
-7% -$38.6K ﹤0.01% 2304
2021
Q3 		$465K Sell
4,049
-61
-1% -$7.25K ﹤0.01% 2407
2021
Q2 		$441K Buy
4,110
+523
+15% +$51.4K ﹤0.01% 2457
2021
Q1 		$308K Buy
+3,587
New +$298K ﹤0.01% 2612
2016
Q4 		– Sell
-4,671
Closed -$277K – 2457
2016
Q3 		$277K Buy
4,671
+183
+4% +$11.7K ﹤0.01% 1842
2016
Q2 		$314K Buy
4,488
+24
+0.5% +$1.74K ﹤0.01% 1698
2016
Q1 		$351K Buy
+4,464
New +$325K ﹤0.01% 1445

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

Raymond James Financial Services Advisors's LSI Position: Q3 2023 in Review

Raymond James Financial Services Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,169 shares — an estimated $421K sold.

Raymond James Financial Services Advisors first reported a position in LSI in Q1 2016 and held it in 13 quarters. The position peaked at $1.14M in Q1 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Raymond James Financial Services Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 3,169 Life Storage, Inc. shares in Q3 2023, an estimated $421K.
  • Raymond James Financial Services Advisors first reported a position in Life Storage, Inc. in Q1 2016 and held it in 13 quarters.
  • Raymond James Financial Services Advisors's Life Storage, Inc. position peaked at $1.14M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.