VisionPoint Advisory Group’s Life Storage, Inc. LSI Stock Holding History

VisionPoint Advisory Group’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	Closed	-$665	–	844
2023 Q2	$665	Buy	+5	New	+$665	﹤0.01%	518

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

VisionPoint Advisory Group's LSI Position: Q3 2023 in Review

VisionPoint Advisory Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 5 shares — an estimated $665 sold.

VisionPoint Advisory Group first reported a position in LSI in Q2 2023 and held it in 1 quarter. The position peaked at $665 in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

VisionPoint Advisory Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 5 Life Storage, Inc. shares in Q3 2023, an estimated $665.
VisionPoint Advisory Group first reported a position in Life Storage, Inc. in Q2 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Life Storage, Inc. position peaked at $665 in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on VisionPoint Advisory Group's 13F filing for Q3 2023, filed 6 Dec 2023.