Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TWA
LSI
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
–
2481
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
–
1711
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
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close