TCWM
LSI

Total Clarity Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Total Clarity Wealth 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
Q3 		– Sell
-25
Closed -$3K – 1032
2022
Q2 		$3K Buy
+25
New +$3.09K ﹤0.01% 911
2022
Q1 		– Sell
-250
Closed -$38K – 976
2021
Q4 		$38K Buy
+250
New +$33.4K 0.02% 453

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Total Clarity Wealth Management's LSI Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2022, closing a stake of 25 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in LSI in Q4 2021 and held it in 2 quarters. The position peaked at $38K in Q4 2021. 416 funds tracked by Wall St. Rank hold LSI as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 25 Life Storage, Inc. shares in Q3 2022, an estimated $3K.
  • Total Clarity Wealth Management first reported a position in Life Storage, Inc. in Q4 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's Life Storage, Inc. position peaked at $38K in Q4 2021.
  • 416 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.