Sutton Wealth Advisors’s Life Storage, Inc. LSI Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-4	Closed	-$394	–	1657
2022 Q4	$394	Sell	4 -8	-67%	-$838	﹤0.01%	1532
2022 Q3	$1.33K	Sell	12 -1	-8%	-$123	﹤0.01%	1236
2022 Q2	$1.45K	Buy	13 +8	+160%	+$988	﹤0.01%	1222
2022 Q1	$702	Sell	5 -4	-44%	-$539	﹤0.01%	1425
2021 Q4	$1.38K	Buy	+9	New	+$1.2K	﹤0.01%	1255
2019 Q2	–	Sell	-1,731	Closed	-$112K	–	1227
2019 Q1	$112K	Buy	+1,731	New	+$111K	0.07%	195
2018 Q4	–	Sell	-225	Closed	-$14.3K	–	1204
2018 Q3	$14.3K	Hold	225	–	–	0.01%	698
2018 Q2	$14.6K	Hold	225	–	–	0.01%	720
2018 Q1	$12.5K	Sell	225 -149	-40%	-$8.14K	0.01%	746
2017 Q4	$22.2K	Buy	374 +149	+66%	+$8.57K	0.02%	520
2017 Q3	$12.3K	Hold	225	–	–	0.01%	713
2017 Q2	$11.1K	Hold	225	–	–	0.01%	722
2017 Q1	$12.3K	Hold	225	–	–	0.01%	658
2016 Q4	$12.8K	Sell	225 -251	-53%	-$13.9K	0.01%	628
2016 Q3	$28.2K	Buy	+476	New	+$30.5K	0.03%	371

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return

Sutton Wealth Advisors's LSI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Life Storage, Inc. (LSI) in Q1 2023, closing a stake of 4 shares — an estimated $394 sold.

Sutton Wealth Advisors first reported a position in LSI in Q3 2016 and held it in 15 quarters. The position peaked at $112K in Q1 2019. 449 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Life Storage, Inc. position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 4 Life Storage, Inc. shares in Q1 2023, an estimated $394.
Sutton Wealth Advisors first reported a position in Life Storage, Inc. in Q3 2016 and held it in 15 quarters.
Sutton Wealth Advisors's Life Storage, Inc. position peaked at $112K in Q1 2019.
449 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.