SWM
LSI

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

Spire 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
-3,432
Closed -$456K – 2504
2023
Q2 		$456K Sell
3,432
-33
-1% -$4.39K 0.02% 512
2023
Q1 		$454K Buy
3,465
+2,637
+318% +$305K 0.02% 515
2022
Q4 		$82K Buy
828
+728
+728% +$76.3K ﹤0.01% 813
2022
Q3 		$11K Sell
100
-5,131
-98% -$630K ﹤0.01% 1553
2022
Q2 		$584K Buy
5,231
+737
+16% +$91K 0.02% 432
2022
Q1 		$631K Sell
4,494
-221
-5% -$29.8K 0.02% 507
2021
Q4 		$722K Sell
4,715
-262
-5% -$35K 0.02% 582
2021
Q3 		$571K Sell
4,977
-1,179
-19% -$140K 0.02% 553
2021
Q2 		$661K Sell
6,156
-1,404
-19% -$138K 0.02% 534
2021
Q1 		$116K Buy
+7,560
New +$628K ﹤0.01% 1339

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

Spire Wealth Management's LSI Position: Q3 2023 in Review

Spire Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,432 shares — an estimated $456K sold.

Spire Wealth Management first reported a position in LSI in Q1 2021 and held it in 10 quarters. The position peaked at $722K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Spire Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 3,432 Life Storage, Inc. shares in Q3 2023, an estimated $456K.
  • Spire Wealth Management first reported a position in Life Storage, Inc. in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Life Storage, Inc. position peaked at $722K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.