TIAM2
LSI

Tru Independence Asset Management 2’s Life Storage, Inc. LSI Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-120
Closed -$10K – 444
2020
Q4 		$10K Buy
+120
New +$9.14K 0.01% 316

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Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Tru Independence Asset Management 2's LSI Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Life Storage, Inc. (LSI) in Q1 2021, closing a stake of 120 shares — an estimated $10K sold.

Tru Independence Asset Management 2 first reported a position in LSI in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 363 funds tracked by Wall St. Rank hold LSI as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Life Storage, Inc. position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 120 Life Storage, Inc. shares in Q1 2021, an estimated $10K.
  • Tru Independence Asset Management 2 first reported a position in Life Storage, Inc. in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Life Storage, Inc. position peaked at $10K in Q4 2020.
  • 363 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.