VFA
LSI

Values First Advisors’s Life Storage, Inc. LSI Stock Holding History

Values First 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
-5,388
Closed -$716K – 182
2023
Q2 		$716K Buy
5,388
+162
+3% +$21.6K 0.43% 71
2023
Q1 		$685K Buy
5,226
+213
+4% +$24.6K 0.44% 69
2022
Q4 		$494K Buy
5,013
+67
+1% +$7.02K 0.34% 82
2022
Q3 		$548K Buy
4,946
+218
+5% +$26.8K 0.39% 76
2022
Q2 		$528K Sell
4,728
-193
-4% -$23.8K 0.38% 83
2022
Q1 		$691K Buy
4,921
+183
+4% +$24.6K 0.44% 73
2021
Q4 		$726K Sell
4,738
-471
-9% -$62.9K 0.43% 74
2021
Q3 		$598K Buy
5,209
+213
+4% +$25.3K 0.39% 82
2021
Q2 		$536K Sell
4,996
-117
-2% -$11.5K 0.36% 97
2021
Q1 		$439K Buy
5,113
+100
+2% +$8.31K 0.32% 97
2020
Q4 		$399K Sell
5,013
-99
-2% -$7.54K 0.32% 106
2020
Q3 		$359K Buy
5,112
+897
+21% +$60.8K 0.33% 99
2020
Q2 		$267K Sell
4,215
-738
-15% -$45.8K 0.26% 113
2020
Q1 		$312K Sell
4,953
-524
-10% -$37.4K 0.37% 83
2019
Q4 		$395K Buy
+5,477
New +$391K 0.38% 86

Other funds holding LSI

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

Values First Advisors's LSI Position: Q3 2023 in Review

Values First Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 5,388 shares — an estimated $716K sold.

Values First Advisors first reported a position in LSI in Q4 2019 and held it in 15 quarters. The position peaked at $726K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Values First Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Values First Advisors sold 5,388 Life Storage, Inc. shares in Q3 2023, an estimated $716K.
  • Values First Advisors first reported a position in Life Storage, Inc. in Q4 2019 and held it in 15 quarters.
  • Values First Advisors's Life Storage, Inc. position peaked at $726K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Values First Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.