SPIA
LSI

Steward Partners Investment Advisory’s Life Storage, Inc. LSI Stock Holding History

Steward Partners Investment Advisory’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
-6,189
Closed -$823K – 3482
2023
Q2 		$823K Buy
6,189
+222
+4% +$29.5K 0.01% 759
2023
Q1 		$782K Buy
5,967
+237
+4% +$27.4K 0.01% 767
2022
Q4 		$564K Buy
5,730
+477
+9% +$50K 0.01% 862
2022
Q3 		$582K Buy
5,253
+512
+11% +$62.8K 0.01% 805
2022
Q2 		$529K Buy
4,741
+854
+22% +$105K 0.01% 833
2022
Q1 		$546K Buy
3,887
+2,727
+235% +$367K 0.01% 897
2021
Q4 		$178K Hold
1,160
– – ﹤0.01% 1360
2021
Q3 		$133K Hold
1,160
– – ﹤0.01% 1436
2021
Q2 		$125K Hold
1,160
– – ﹤0.01% 1947
2021
Q1 		$99.7K Sell
1,160
-3
-0.3% -$249 ﹤0.01% 1627
2020
Q4 		$93K Buy
1,163
+750
+182% +$57.1K ﹤0.01% 1394
2020
Q3 		$29K Sell
413
-37
-8% -$2.51K ﹤0.01% 1746
2020
Q2 		$28K Hold
450
– – ﹤0.01% 1657
2020
Q1 		$28K Hold
450
– – ﹤0.01% 1486
2019
Q4 		$32K Hold
450
– – ﹤0.01% 1596
2019
Q3 		$31K Hold
450
– – ﹤0.01% 1572
2019
Q2 		$28K Buy
+450
New +$28.9K ﹤0.01% 1578
2018
Q4 		– Sell
-1,950
Closed -$124K – 2320
2018
Q3 		$124K Hold
1,950
– – 0.01% 865
2018
Q2 		$127K Buy
1,950
+1,500
+333% +$90.6K 0.01% 781
2018
Q1 		$25K Buy
+450
New +$24.6K ﹤0.01% 1253

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

Steward Partners Investment Advisory's LSI Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 6,189 shares — an estimated $823K sold.

Steward Partners Investment Advisory first reported a position in LSI in Q1 2018 and held it in 20 quarters. The position peaked at $823K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 6,189 Life Storage, Inc. shares in Q3 2023, an estimated $823K.
  • Steward Partners Investment Advisory first reported a position in Life Storage, Inc. in Q1 2018 and held it in 20 quarters.
  • Steward Partners Investment Advisory's Life Storage, Inc. position peaked at $823K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.