TAIM
LSI

TD Ameritrade Investment Management’s Life Storage, Inc. LSI Stock Holding History

TD Ameritrade Investment Management’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
2022
Q4 		– Sell
-116
Closed -$13K – 634
2022
Q3 		$13K Buy
+116
New +$14.2K ﹤0.01% 366
2021
Q4 		– Sell
-58
Closed -$6K – 735
2021
Q3 		$6K Sell
58
-57
-50% -$6.78K ﹤0.01% 515
2021
Q2 		$12K Buy
115
+57
+98% +$5.61K ﹤0.01% 446
2021
Q1 		$7K Sell
58
-29
-33% -$2.41K ﹤0.01% 512
2020
Q4 		$7K Hold
87
– – ﹤0.01% 512
2020
Q3 		$6K Hold
87
– – ﹤0.01% 515
2020
Q2 		$6K Buy
87
+64
+278% +$3.97K ﹤0.01% 500
2020
Q1 		$1K Buy
+23
New +$1.64K ﹤0.01% 606
2019
Q3 		– Sell
-135
Closed -$9K – 735
2019
Q2 		$9K Sell
135
-98
-42% -$6.29K ﹤0.01% 421
2019
Q1 		$15K Buy
+233
New +$14.9K ﹤0.01% 325

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Ameritrade Investment Management's LSI Position: Q4 2022 in Review

TD Ameritrade Investment Management sold out of Life Storage, Inc. (LSI) in Q4 2022, closing a stake of 116 shares — an estimated $13K sold.

TD Ameritrade Investment Management first reported a position in LSI in Q1 2019 and held it in 10 quarters. The position peaked at $15K in Q1 2019. 435 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

  • TD Ameritrade Investment Management reported no remaining Life Storage, Inc. position as of Q4 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 116 Life Storage, Inc. shares in Q4 2022, an estimated $13K.
  • TD Ameritrade Investment Management first reported a position in Life Storage, Inc. in Q1 2019 and held it in 10 quarters.
  • TD Ameritrade Investment Management's Life Storage, Inc. position peaked at $15K in Q1 2019.
  • 435 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.