RWB
LSI

RMR Wealth Builders’s Life Storage, Inc. LSI Stock Holding History

RMR Wealth Builders’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
2020
Q4 		– Sell
-3,900
Closed -$274K – 563
2020
Q3 		$274K Buy
+3,900
New +$264K 0.07% 163

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CIM
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIMLRA
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Invesco
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Goldman Sachs
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RMR Wealth Builders's LSI Position: Q4 2020 in Review

RMR Wealth Builders sold out of Life Storage, Inc. (LSI) in Q4 2020, closing a stake of 3,900 shares — an estimated $274K sold.

RMR Wealth Builders first reported a position in LSI in Q3 2020 and held it in 1 quarter. The position peaked at $274K in Q3 2020. 338 funds tracked by Wall St. Rank hold LSI as of Q4 2020.

  • RMR Wealth Builders reported no remaining Life Storage, Inc. position as of Q4 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 3,900 Life Storage, Inc. shares in Q4 2020, an estimated $274K.
  • RMR Wealth Builders first reported a position in Life Storage, Inc. in Q3 2020 and held it in 1 quarter.
  • RMR Wealth Builders's Life Storage, Inc. position peaked at $274K in Q3 2020.
  • 338 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2020.

Based on RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.