RPWA
LSI

Regent Peak Wealth Advisors’s Life Storage, Inc. LSI Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-11
Closed -$1K – 1085
2020
Q4 		$1K Buy
+11
New +$838 ﹤0.01% 1032

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Regent Peak Wealth Advisors's LSI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Life Storage, Inc. (LSI) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in LSI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 363 funds tracked by Wall St. Rank hold LSI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Life Storage, Inc. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 11 Life Storage, Inc. shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Life Storage, Inc. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Life Storage, Inc. position peaked at $1K in Q4 2020.
  • 363 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.