SS
LSI

Sunbelt Securities’s Life Storage, Inc. LSI Stock Holding History

Sunbelt Securities’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
-123
Closed -$16.3K – 1843
2023
Q2 		$16.3K Buy
123
+1
+0.8% +$133 ﹤0.01% 1067
2023
Q1 		$15.6K Buy
+122
New +$14.1K ﹤0.01% 1015

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 $9.54B AUM 19.86% 1-Year Est. Return

Sunbelt Securities's LSI Position: Q3 2023 in Review

Sunbelt Securities sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 123 shares — an estimated $16.3K sold.

Sunbelt Securities first reported a position in LSI in Q1 2023 and held it in 2 quarters. The position peaked at $16.3K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Sunbelt Securities reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 123 Life Storage, Inc. shares in Q3 2023, an estimated $16.3K.
  • Sunbelt Securities first reported a position in Life Storage, Inc. in Q1 2023 and held it in 2 quarters.
  • Sunbelt Securities's Life Storage, Inc. position peaked at $16.3K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.