True Link Financial Advisors’s Life Storage, Inc. LSI Stock Holding History

True Link Financial 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 Q3	–	Sell	-1,700	Closed	-$226K	–	113
2023 Q2	$226K	Hold	1,700	–	–	0.03%	110
2023 Q1	$223K	Buy	+1,700	New	+$197K	0.03%	116
2022 Q2	–	Sell	-1,700	Closed	-$239K	–	138
2022 Q1	$239K	Hold	1,700	–	–	0.03%	117
2021 Q4	$260K	Hold	1,700	–	–	0.03%	201
2021 Q3	$195K	Sell	1,700 -250	-13%	-$29.7K	0.03%	239
2021 Q2	$209K	Hold	1,950	–	–	0.03%	182
2021 Q1	$168K	Hold	1,950	–	–	0.02%	275
2020 Q4	$155K	Buy	+1,950	New	+$149K	0.02%	313

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

True Link Financial Advisors's LSI Position: Q3 2023 in Review

True Link Financial Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,700 shares — an estimated $226K sold.

True Link Financial Advisors first reported a position in LSI in Q4 2020 and held it in 8 quarters. The position peaked at $260K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

True Link Financial Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
True Link Financial Advisors sold 1,700 Life Storage, Inc. shares in Q3 2023, an estimated $226K.
True Link Financial Advisors first reported a position in Life Storage, Inc. in Q4 2020 and held it in 8 quarters.
True Link Financial Advisors's Life Storage, Inc. position peaked at $260K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on True Link Financial Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.