SWP
LSI

Stratos Wealth Partners’s Life Storage, Inc. LSI Stock Holding History

Stratos Wealth Partners’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
-2,366
Closed -$315K – 1341
2023
Q2 		$315K Buy
2,366
+503
+27% +$66.9K 0.01% 939
2023
Q1 		$244K Sell
1,863
-240
-11% -$27.8K 0.01% 955
2022
Q4 		$207K Sell
2,103
-60
-3% -$6.29K 0.01% 1030
2022
Q3 		$240K Buy
2,163
+33
+2% +$4.05K 0.01% 951
2022
Q2 		$238K Sell
2,130
-3,401
-61% -$420K 0.01% 1029
2022
Q1 		$777K Buy
5,531
+117
+2% +$15.8K 0.02% 639
2021
Q4 		$829K Sell
5,414
-11
-0.2% -$1.47K 0.02% 617
2021
Q3 		$623K Sell
5,425
-177
-3% -$21K 0.02% 680
2021
Q2 		$601K Buy
5,602
+121
+2% +$11.9K 0.02% 714
2021
Q1 		$471K Buy
5,481
+3
+0.1% +$249 0.01% 730
2020
Q4 		$436K Sell
5,478
-479
-8% -$36.5K 0.01% 720
2020
Q3 		$418K Buy
5,957
+8
+0.1% +$542 0.01% 676
2020
Q2 		$377K Sell
5,949
-131
-2% -$8.12K 0.01% 697
2020
Q1 		$383K Buy
6,080
+8
+0.1% +$572 0.02% 608
2019
Q4 		$438K Buy
6,072
+750
+14% +$53.6K 0.02% 633
2019
Q3 		$374K Sell
5,322
-150
-3% -$10.2K 0.02% 655
2019
Q2 		$347K Buy
5,472
+360
+7% +$23.1K 0.02% 685
2019
Q1 		$331K Sell
5,112
-407
-7% -$26.1K 0.01% 670
2018
Q4 		$342K Hold
5,519
– – 0.02% 630
2018
Q3 		$350K Buy
5,519
+1,125
+26% +$72.9K 0.02% 654
2018
Q2 		$285K Sell
4,394
-2,278
-34% -$138K 0.01% 766
2018
Q1 		$371K Buy
6,672
+3,867
+138% +$211K 0.02% 653
2017
Q4 		$167K Buy
+2,805
New +$161K 0.01% 954

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Stratos Wealth Partners's LSI Position: Q3 2023 in Review

Stratos Wealth Partners sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,366 shares — an estimated $315K sold.

Stratos Wealth Partners first reported a position in LSI in Q4 2017 and held it in 23 quarters. The position peaked at $829K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Stratos Wealth Partners reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,366 Life Storage, Inc. shares in Q3 2023, an estimated $315K.
  • Stratos Wealth Partners first reported a position in Life Storage, Inc. in Q4 2017 and held it in 23 quarters.
  • Stratos Wealth Partners's Life Storage, Inc. position peaked at $829K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Stratos Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.