Rise Advisors’s Life Storage, Inc. LSI Stock Holding History

Rise 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 Q2	–	Sell	-6	Closed	-$787	–	817
2023 Q1	$787	Buy	+6	New	+$694	﹤0.01%	682

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rise Advisors's LSI Position: Q2 2023 in Review

Rise Advisors sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 6 shares — an estimated $787 sold.

Rise Advisors first reported a position in LSI in Q1 2023 and held it in 1 quarter. The position peaked at $787 in Q1 2023. 434 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

Rise Advisors reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
Rise Advisors sold 6 Life Storage, Inc. shares in Q2 2023, an estimated $787.
Rise Advisors first reported a position in Life Storage, Inc. in Q1 2023 and held it in 1 quarter.
Rise Advisors's Life Storage, Inc. position peaked at $787 in Q1 2023.
434 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.