Sheets Smith Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Sheets Smith Wealth Management’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	-1,800	Closed	-$239K	–	503
2023 Q2	$239K	Hold	1,800	–	–	0.04%	295
2023 Q1	$236K	Buy	+1,800	New	+$208K	0.04%	286
2022 Q3	–	Sell	-1,800	Closed	-$201K	–	314
2022 Q2	$201K	Hold	1,800	–	–	0.03%	290
2022 Q1	$253K	Hold	1,800	–	–	0.03%	303
2021 Q4	$276K	Hold	1,800	–	–	0.03%	318
2021 Q3	$207K	Buy	+1,800	New	+$214K	0.03%	348
2016 Q2	–	Sell	-2,700	Closed	-$212K	–	269
2016 Q1	$212K	Buy	+2,700	New	+$197K	0.07%	216
2014 Q3	–	Sell	-3,900	Closed	-$201K	–	280
2014 Q2	$201K	Buy	+3,900	New	+$197K	0.05%	247
2014 Q1	–	Sell	-5,250	Closed	-$228K	–	284
2013 Q4	$228K	Hold	5,250	–	–	0.06%	231
2013 Q3	$265K	Hold	5,250	–	–	0.09%	204
2013 Q2	$227K	Buy	+5,250	New	+$232K	0.08%	207

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

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

Sheets Smith Wealth Management's LSI Position: Q3 2023 in Review

Sheets Smith Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,800 shares — an estimated $239K sold.

Sheets Smith Wealth Management first reported a position in LSI in Q2 2013 and held it in 11 quarters. The position peaked at $276K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Sheets Smith Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,800 Life Storage, Inc. shares in Q3 2023, an estimated $239K.
Sheets Smith Wealth Management first reported a position in Life Storage, Inc. in Q2 2013 and held it in 11 quarters.
Sheets Smith Wealth Management's Life Storage, Inc. position peaked at $276K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.