WIM
LSI

WealthPlan Investment Management’s Life Storage, Inc. LSI Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-1,837
Closed -$229K – 594
2022
Q4 		$229K Buy
+1,837
New +$192K 0.02% 355
2022
Q1 		$243K Buy
+1,837
New +$247K 0.02% 349

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return

WealthPlan Investment Management's LSI Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Life Storage, Inc. (LSI) in Q1 2023, closing a stake of 1,837 shares — an estimated $229K sold.

WealthPlan Investment Management first reported a position in LSI in Q1 2022 and held it in 2 quarters. The position peaked at $243K in Q1 2022. 449 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Life Storage, Inc. position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,837 Life Storage, Inc. shares in Q1 2023, an estimated $229K.
  • WealthPlan Investment Management first reported a position in Life Storage, Inc. in Q1 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Life Storage, Inc. position peaked at $243K in Q1 2022.
  • 449 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.