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

TCI 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 Q2	–	Sell	-32	Closed	-$4.2K	–	2479
2023 Q1	$4.2K	Hold	32	–	–	﹤0.01%	1645
2022 Q4	$3.15K	Hold	32	–	–	﹤0.01%	1835
2022 Q3	$4K	Hold	32	–	–	﹤0.01%	1711
2022 Q2	$4K	Sell	32 -1	-3%	-$123	﹤0.01%	1736
2022 Q1	$5K	Hold	33	–	–	﹤0.01%	1636
2021 Q4	$5K	Buy	33 +1	+3%	+$134	﹤0.01%	1753
2021 Q3	$4K	Hold	32	–	–	﹤0.01%	1863
2021 Q2	$3K	Hold	32	–	–	﹤0.01%	1901
2021 Q1	$3K	Buy	+32	New	+$2.66K	﹤0.01%	1625
2020 Q4	–	Sell	-62	Closed	-$4K	–	1708
2020 Q3	$4K	Hold	62	–	–	﹤0.01%	901
2020 Q2	$4K	Hold	62	–	–	﹤0.01%	853
2020 Q1	$4K	Hold	62	–	–	﹤0.01%	810
2019 Q4	$4K	Hold	62	–	–	﹤0.01%	969
2019 Q3	$4K	Hold	62	–	–	﹤0.01%	907
2019 Q2	$4K	Hold	62	–	–	﹤0.01%	857
2019 Q1	$4K	Hold	62	–	–	﹤0.01%	879
2018 Q4	$4K	Hold	62	–	–	﹤0.01%	854
2018 Q3	$4K	Hold	62	–	–	﹤0.01%	874
2018 Q2	$4K	Hold	62	–	–	﹤0.01%	888
2018 Q1	$3K	Hold	62	–	–	﹤0.01%	895
2017 Q4	$4K	Buy	+62	New	+$3.56K	﹤0.01%	859

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

TCI Wealth Advisors's LSI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 32 shares — an estimated $4.2K sold.

TCI Wealth Advisors first reported a position in LSI in Q4 2017 and held it in 21 quarters. The position peaked at $5K in Q1 2022. 433 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

TCI Wealth Advisors reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 32 Life Storage, Inc. shares in Q2 2023, an estimated $4.2K.
TCI Wealth Advisors first reported a position in Life Storage, Inc. in Q4 2017 and held it in 21 quarters.
TCI Wealth Advisors's Life Storage, Inc. position peaked at $5K in Q1 2022.
433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.