Wealthfront Advisers
LSI

Wealthfront Advisers’s Life Storage, Inc. LSI Stock Holding History

Wealthfront Advisers’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
Q2 		– Sell
-1,589
Closed -$223K – 808
2022
Q1 		$223K Sell
1,589
-457
-22% -$61.5K ﹤0.01% 746
2021
Q4 		$314K Buy
+2,046
New +$273K ﹤0.01% 669

Other funds holding LSI

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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 $3.38T AUM 44.17% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealthfront Advisers's LSI Position: Q2 2022 in Review

Wealthfront Advisers sold out of Life Storage, Inc. (LSI) in Q2 2022, closing a stake of 1,589 shares — an estimated $223K sold.

Wealthfront Advisers first reported a position in LSI in Q4 2021 and held it in 2 quarters. The position peaked at $314K in Q4 2021. 396 funds tracked by Wall St. Rank hold LSI as of Q2 2022.

  • Wealthfront Advisers reported no remaining Life Storage, Inc. position as of Q2 2022 after selling out during the quarter.
  • Wealthfront Advisers sold 1,589 Life Storage, Inc. shares in Q2 2022, an estimated $223K.
  • Wealthfront Advisers first reported a position in Life Storage, Inc. in Q4 2021 and held it in 2 quarters.
  • Wealthfront Advisers's Life Storage, Inc. position peaked at $314K in Q4 2021.
  • 396 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2022.

Based on Wealthfront Advisers's 13F filing for Q2 2022, filed 20 Jul 2022.