Wealth Enhancement Advisory Services
LSI

Wealth Enhancement Advisory Services’s Life Storage, Inc. LSI Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		– Sell
-54,965
Closed -$6.28M – 387
2022
Q2 		$6.28M Buy
54,965
+36,073
+191% +$4.45M 0.09% 109
2022
Q1 		$2.68M Buy
18,892
+1,099
+6% +$148K 0.04% 176
2021
Q4 		$2.41M Buy
+17,793
New +$2.38M 0.03% 160
2020
Q1 		– Sell
-16,472
Closed -$1.19M – 278
2019
Q4 		$1.19M Buy
+16,472
New +$1.18M 0.04% 167

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's LSI Position: Q3 2022 in Review

Wealth Enhancement Advisory Services sold out of Life Storage, Inc. (LSI) in Q3 2022, closing a stake of 54,965 shares — an estimated $6.28M sold.

Wealth Enhancement Advisory Services first reported a position in LSI in Q4 2019 and held it in 4 quarters. The position peaked at $6.28M in Q2 2022. 416 funds tracked by Wall St. Rank hold LSI as of Q3 2022.

  • Wealth Enhancement Advisory Services reported no remaining Life Storage, Inc. position as of Q3 2022 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 54,965 Life Storage, Inc. shares in Q3 2022, an estimated $6.28M.
  • Wealth Enhancement Advisory Services first reported a position in Life Storage, Inc. in Q4 2019 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Life Storage, Inc. position peaked at $6.28M in Q2 2022.
  • 416 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2022.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2022, filed 17 Oct 2022.