TRUE Private Wealth Advisors’s Life Storage, Inc. LSI Stock Holding History

TRUE Private 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
2022 Q1	–	Sell	-1,350	Closed	-$206K	–	281
2021 Q4	$206K	Buy	+1,350	New	+$180K	0.03%	251
2021 Q1	–	Sell	-1,350	Closed	-$107K	–	742
2020 Q4	$107K	Hold	1,350	–	–	0.02%	263
2020 Q3	$94K	Hold	1,350	–	–	0.02%	257
2020 Q2	$85K	Hold	1,350	–	–	0.02%	256
2020 Q1	$85K	Hold	1,350	–	–	0.02%	225
2019 Q4	$97K	Buy	+1,350	New	+$96.5K	0.01%	294
2019 Q3	–	Sell	-1,350	Closed	-$85K	–	768
2019 Q2	$85K	Buy	+1,350	New	+$86.7K	0.01%	285

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

TRUE Private Wealth Advisors's LSI Position: Q1 2022 in Review

TRUE Private Wealth Advisors sold out of Life Storage, Inc. (LSI) in Q1 2022, closing a stake of 1,350 shares — an estimated $206K sold.

TRUE Private Wealth Advisors first reported a position in LSI in Q2 2019 and held it in 7 quarters. The position peaked at $206K in Q4 2021. 418 funds tracked by Wall St. Rank hold LSI as of Q1 2022.

TRUE Private Wealth Advisors reported no remaining Life Storage, Inc. position as of Q1 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,350 Life Storage, Inc. shares in Q1 2022, an estimated $206K.
TRUE Private Wealth Advisors first reported a position in Life Storage, Inc. in Q2 2019 and held it in 7 quarters.
TRUE Private Wealth Advisors's Life Storage, Inc. position peaked at $206K in Q4 2021.
418 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.